Position in PSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,049,462
-$67,301 QoQ
Shares Held
6,208
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#870
of 2,097 holders
Holding Since
Jun 2023
8 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, 2026Fiduciary Alliance LLC holds $1,912,039 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
6,208 | $1,049,462 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
3,312 | $862,577 |
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,049,462 | 6,208 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,116,763 | 6,130 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $770,755 | 5,973 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $810,271 | 5,957 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $791,436 | 6,634 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,026,489 | 8,313 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $861,196 | 7,559 | Shares | Sole | 2025-01-13 | |
| 2023-06-30 | $30,330 | 318 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||