Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$680,257
New position
Shares Held
4,024
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,038
of 2,096 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Cannon Financial Strategists, Inc. holds $680,257 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
|
4,024 | $680,257 |
All Filings in PSX
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,257 | 4,024 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||