Position in PSX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,728,467
-$190,420 QoQ
Shares Held
16,140
+0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#564
of 2,093 holders
Holding Since
Dec 2022
14 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, 2026Pathway Financial Advisers, LLC holds $2,728,467 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
|
16,140 | $2,728,467 |
All Filings in PSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,728,467 | 16,140 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,918,887 | 16,022 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,548,867 | 12,003 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,631,015 | 11,991 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,423,606 | 11,933 | Shares | Sole | 2025-08-21 | |
| 2025-03-31 | $1,480,278 | 11,988 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,334,234 | 11,711 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,510,229 | 11,489 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,673,809 | 11,857 | Shares | Sole | 2024-08-20 | |
| 2024-03-31 | $1,945,216 | 11,909 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $1,612,458 | 12,111 | Shares | Sole | 2024-07-19 | |
| 2023-09-30 | $1,429,983 | 11,902 | Shares | Sole | 2024-07-19 | |
| 2023-03-31 | $1,169,884 | 11,540 | Shares | Sole | 2024-07-19 | |
| 2022-12-31 | $1,198,539 | 11,516 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||