Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,916
-$460 QoQ
Shares Held
35
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,042
of 2,093 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, 2026FIDUCIARY ADVISORS, INC. holds $5,916 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
|
35 | $5,916 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,916 | 35 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,376 | 35 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,516 | 35 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,760 | 35 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,175 | 35 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,321 | 35 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,987 | 35 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||