Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$452,546
-$34,238 QoQ
Shares Held
2,677
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,230
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, 2026M3 Advisory Group, LLC holds $452,546 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
|
2,677 | $452,546 |
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,546 | 2,677 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $486,784 | 2,672 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $334,729 | 2,594 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $338,009 | 2,485 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $286,797 | 2,404 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $294,376 | 2,384 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $264,659 | 2,323 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $314,165 | 2,390 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $312,550 | 2,214 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $336,807 | 2,062 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $262,285 | 1,970 | Shares | Sole | 2024-03-19 | |
| No filing history on record for this holder in this stock. | ||||||