Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$845
-$9,178 QoQ
Shares Held
5
-93.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,078
of 2,093 holders
Holding Since
Jun 2024
2 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, 2026Trifecta Capital Advisors, LLC holds $1,105 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (76.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
5 | $845 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1 | $260 |
All Filings in PSX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $845 | 5 | Shares | Sole | 2026-08-03 | |
| 2024-06-30 | $10,023 | 71 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||