Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$294,485
+$292,743 QoQ
Shares Held
1,742
+449.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,490
of 2,091 holders
Holding Since
Dec 2023
11 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, 2026LM Advisors LLC holds $294,485 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
|
1,742 | $294,485 |
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,485 | 1,742 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,742 | 317 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,741 | 225 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $236,266 | 1,737 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $207,224 | 1,737 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $215,966 | 1,749 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $227,860 | 2,000 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $262,900 | 2,000 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $282,340 | 2,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $327,823 | 2,007 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $267,211 | 2,007 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||