Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$18,933
-$1,471 QoQ
Shares Held
112
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,971
of 2,091 holders
Holding Since
Sep 2023
12 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, 2026LGT Financial Advisors LLC holds $18,933 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
|
112 | $18,933 |
All Filings in PSX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,933 | 112 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $20,404 | 112 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $14,323 | 111 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,962 | 110 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $13,360 | 112 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $13,335 | 108 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $12,190 | 107 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,933 | 106 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $14,822 | 105 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $16,987 | 104 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $13,846 | 104 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,495 | 104 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||