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Equibles

Heck Capital Advisors, LLC

Position in PSX — Phillips 66

CIK 2046227 Rhinelander, WI
Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$1,038,136
-$72,615 QoQ
Shares Held
6,141
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#873
of 2,097 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Heck Capital Advisors, LLC holds $1,853,089 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (56.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PSX
Phillips 66
This page 		6,141 $1,038,136
2 MPC
Marathon Petroleum Corp
 2,067 $528,469
3 VLO
Valero Energy Corp/Tx
 1,100 $286,484

All Filings in PSX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,038,136 6,141
2026-03-31 $1,110,751 6,097
2025-12-31 $780,562 6,049
2025-09-30 $832,986 6,124
2025-06-30 $721,645 6,049
2025-03-31 $743,473 6,021
2024-12-31 $685,972 6,021
2024-09-30 $791,460 6,021
2024-06-30 $849,984 6,021
2024-03-31 $983,470 6,021
2023-12-31 $801,635 6,021
2023-09-30 $723,423 6,021
2023-06-30 $574,282 6,021
2023-03-31 $610,408 6,021
2022-12-31 $626,665 6,021
2022-09-30 $486,015 6,021
2022-06-30 $493,661 6,021
2022-03-31 $520,154 6,021
2021-12-31 $436,281 6,021
2021-09-30 $421,650 6,021
2021-06-30 $516,722 6,021
2021-03-31 $490,952 6,021
2020-12-31 $421,108 6,021
2020-09-30 $312,128 6,021
2020-06-30 $432,909 6,021
2020-03-31 $323,026 6,021

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