Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,283,596
-$76,924 QoQ
Shares Held
7,593
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#795
of 2,091 holders
Holding Since
Dec 2023
11 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, 2026Savvy Advisors, Inc. holds $4,499,385 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (28.5% of the industry book) .
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,283,596 | 7,593 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,360,520 | 7,468 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,139,552 | 8,831 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $847,676 | 6,232 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $548,541 | 4,598 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $453,542 | 3,673 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $417,325 | 3,663 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $396,190 | 3,014 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $566,374 | 4,012 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $430,400 | 2,635 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $348,560 | 2,618 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||