Position in PSX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$411,298
+$18,154 QoQ
Shares Held
2,433
+12.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,283
of 2,093 holders
Holding Since
Dec 2022
5 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, 2026Fortis Capital Advisors, LLC holds $614,044 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
2,433 | $411,298 | |
| 2 | MPC |
Marathon Petroleum Corp
|
793 | $202,746 |
All Filings in PSX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,298 | 2,433 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $393,144 | 2,158 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $400,002 | 3,043 | Shares | Sole | 2024-11-13 | |
| 2023-03-31 | $1,115 | 11 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $124,896 | 1,200 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||