Position in PSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$686,173
-$53,295 QoQ
Shares Held
4,059
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#1,034
of 2,097 holders
Holding Since
Sep 2025
4 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, 2026Marathon Strategic Advisors, LLC holds $686,173 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
|
4,059 | $686,173 |
All Filings in PSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,173 | 4,059 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $739,468 | 4,059 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $523,773 | 4,059 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $552,105 | 4,059 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||