Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$217,905
-$10,730 QoQ
Shares Held
1,289
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,673
of 2,096 holders
Holding Since
Mar 2026
2 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, 2026AssuredPartners Investment Advisors, LLC holds $563,315 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
1,351 | $345,410 | |
| 2 | PSX |
Phillips 66
This page
|
1,289 | $217,905 |
All Filings in PSX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,905 | 1,289 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $228,635 | 1,255 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||