Position in PSX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$274,706
-$66,699 QoQ
Shares Held
1,625
-13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,532
of 2,091 holders
Holding Since
Sep 2022
16 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, 2026Powers Advisory Group, LLC holds $274,706 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,625 | $274,706 |
All Filings in PSX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,706 | 1,625 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $341,405 | 1,874 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $241,691 | 1,873 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $254,629 | 1,872 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $250,052 | 2,096 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $306,230 | 2,480 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $305,218 | 2,679 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $398,030 | 3,028 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $443,697 | 3,143 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $546,045 | 3,343 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $445,087 | 3,343 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $401,661 | 3,343 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $318,855 | 3,343 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $388,893 | 3,836 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $399,250 | 3,836 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $309,641 | 3,836 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||