Retirement Investment Advisors, Inc.
PensionPosition in PSX — Phillips 66
CIK 1957886
OKLAHOMA CITY, OK
Position in PSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$975,756
-$242,481 QoQ
Shares Held
5,772
-13.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.28%
of 13F equity value
Holder Rank
#898
of 2,096 holders
Holding Since
Dec 2022
14 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, 2026Retirement Investment Advisors, Inc. holds $975,756 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
|
5,772 | $975,756 |
All Filings in PSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975,756 | 5,772 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,218,237 | 6,687 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $862,890 | 6,687 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $909,565 | 6,687 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $797,759 | 6,687 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $825,710 | 6,687 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $762,647 | 6,694 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $879,006 | 6,687 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $944,003 | 6,687 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $893,502 | 6,711 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,622,265 | 13,502 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,104,118 | 11,576 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,141,640 | 11,261 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,067,340 | 10,255 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||