Position in PSX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$859,619
+$203,580 QoQ
Shares Held
5,085
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#945
of 2,091 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, 2026Worth Financial Advisory Group, LLC holds $859,619 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
|
5,085 | $859,619 |
All Filings in PSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $859,619 | 5,085 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $656,039 | 5,084 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $691,525 | 5,084 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $608,787 | 5,103 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $648,640 | 5,253 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $610,550 | 5,359 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $714,299 | 5,434 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $756,812 | 5,361 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $869,948 | 5,326 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $661,838 | 4,971 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $669,235 | 5,570 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $531,266 | 5,570 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $582,428 | 5,745 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $623,543 | 5,991 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||