Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$437,501
-$65,862 QoQ
Shares Held
2,588
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,248
of 2,093 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Lantern Wealth Advisors, LLC holds $437,501 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
|
2,588 | $437,501 |
All Filings in PSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,501 | 2,588 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $503,363 | 2,763 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $356,279 | 2,761 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $305,636 | 2,247 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $268,067 | 2,247 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $253,380 | 2,224 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $279,331 | 2,125 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $297,445 | 2,107 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $347,750 | 2,129 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $280,126 | 2,104 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||