Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$202,183
-$39,387 QoQ
Shares Held
1,196
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,723
of 2,091 holders
Holding Since
Dec 2023
5 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, 2026Financial Security Advisor, Inc. holds $437,399 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (46.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
920 | $235,216 | |
| 2 | PSX |
Phillips 66
This page
|
1,196 | $202,183 |
All Filings in PSX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,183 | 1,196 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $241,570 | 1,326 | Shares | Sole | 2026-05-04 | |
| 2024-06-30 | $206,672 | 1,464 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $247,460 | 1,515 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $200,375 | 1,505 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||