American Capital Advisory, LLC

Position in PSX — Phillips 66

CIK 2018007 KETCHUM, ID

Position in PSX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$179,023

-$15,545 QoQ

Shares Held

1,059

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,745

of 2,091 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

American Capital Advisory, LLC holds $269,851 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (66.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	1,059	$179,023
2	VLO	Valero Energy Corp/Tx	325	$84,643
3	MPC	Marathon Petroleum Corp	14	$3,579
4	IEP	Icahn Enterprises L.P.	236	$1,701
5	DINO	HF Sinclair Corp	13	$905

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$179,023	1,059	-0.8%	Shares	Sole	2026-07-28
2026-03-31	$194,568	1,068	+0.6%	Shares	Sole	2026-04-29
2025-12-31	$137,040	1,062	+0.3%	Shares	Sole	2026-01-30
2025-09-30	$144,045	1,059	+0.2%	Shares	Sole	2025-10-28
2025-06-30	$126,100	1,057	0.0%	Shares	Sole	2025-08-05
2025-03-31	$130,518	1,057	+0.4%	Shares	Sole	2025-04-28
2024-12-31	$119,968	1,053	0.0%	Shares	Sole	2025-01-28
2024-09-30	$138,416	1,053	0.0%	Shares	Sole	2024-10-30
2024-06-30	$148,652	1,053	-1.3%	Shares	Sole	2024-07-29
2024-03-31	$174,283	1,067	+1.3%	Shares	Sole	2024-04-29
2023-12-31	$140,196	1,053	—	Shares	Sole	2024-04-09
No filing history on record for this holder in this stock.