Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$316,292
-$24,020 QoQ
Shares Held
1,871
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,446
of 2,096 holders
Holding Since
Dec 2024
7 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, 2026Gallagher Capital Advisors, LLC holds $316,292 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
|
1,871 | $316,292 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,292 | 1,871 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $340,312 | 1,868 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $670,763 | 35,857 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $254,493 | 1,871 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $221,182 | 1,854 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $226,585 | 1,835 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $207,010 | 1,817 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||