Position in PSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,508,771
-$70,183 QoQ
Shares Held
8,925
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#736
of 2,091 holders
Holding Since
Mar 2024
10 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, 2026AA Financial Advisors, LLC holds $1,508,771 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
|
8,925 | $1,508,771 |
All Filings in PSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,508,771 | 8,925 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,578,954 | 8,667 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,015,931 | 7,873 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,102,306 | 8,104 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $826,987 | 6,932 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $661,358 | 5,356 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $598,816 | 5,256 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $636,349 | 4,841 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $629,618 | 4,460 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $610,401 | 3,737 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||