Position in PSX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$426,006
-$33,087 QoQ
Shares Held
2,520
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,260
of 2,091 holders
Holding Since
Sep 2023
12 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, 2026Fortune Financial Advisors, LLC holds $426,006 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
|
2,520 | $426,006 |
All Filings in PSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,006 | 2,520 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $459,093 | 2,520 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $260,660 | 2,020 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $280,201 | 2,060 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $245,758 | 2,060 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $254,368 | 2,060 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $234,695 | 2,060 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $270,787 | 2,060 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $290,810 | 2,060 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $336,480 | 2,060 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $274,268 | 2,060 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $247,509 | 2,060 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||