Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,589,239
-$120,702 QoQ
Shares Held
9,401
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#721
of 2,093 holders
Holding Since
Dec 2022
15 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, 2026BEACON INVESTMENT ADVISORS LLC holds $6,032,605 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
17,061 | $4,443,366 | |
| 2 | PSX |
Phillips 66
This page
|
9,401 | $1,589,239 |
All Filings in PSX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,589,239 | 9,401 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,709,941 | 9,386 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,208,975 | 9,369 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,270,562 | 9,341 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,112,114 | 9,322 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,165,033 | 9,435 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,072,764 | 9,416 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,235,498 | 9,399 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,324,598 | 9,383 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $876,809 | 5,368 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $702,047 | 5,273 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $607,598 | 5,057 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $480,524 | 5,038 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $513,489 | 5,065 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $519,775 | 4,994 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||