Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$206,410
-$15,667 QoQ
Shares Held
1,221
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,709
of 2,093 holders
Holding Since
Dec 2022
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Carson Advisory Inc. holds $530,855 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (38.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
1,269 | $324,445 | |
| 2 | PSX |
Phillips 66
This page
|
1,221 | $206,410 |
All Filings in PSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,410 | 1,221 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $222,077 | 1,219 | Shares | Sole | 2026-05-07 | |
| 2024-03-31 | $226,062 | 1,384 | Shares | Sole | 2024-05-03 | |
| 2022-12-31 | $206,494 | 1,984 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||