Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$84,525
-$6,565 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,832
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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $214,484 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (39.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
499 | $129,959 | |
| 2 | PSX |
Phillips 66
This page
|
500 | $84,525 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,525 | 500 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $91,090 | 500 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $64,520 | 500 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $68,010 | 500 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $59,650 | 500 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $61,740 | 500 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $56,965 | 500 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||