Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$424,484
-$47,544 QoQ
Shares Held
2,511
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,263
of 2,091 holders
Holding Since
Mar 2025
6 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, 2026Strategies Wealth Advisors, LLC holds $983,648 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
2,147 | $559,164 | |
| 2 | PSX |
Phillips 66
This page
|
2,511 | $424,484 |
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,484 | 2,511 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $472,028 | 2,591 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $302,985 | 2,348 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $329,168 | 2,420 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $230,845 | 1,935 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $468,236 | 3,792 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||