Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,226
-$328 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,051
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, 2026Spurstone Advisory Services, LLC holds $4,226 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
|
25 | $4,226 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,226 | 25 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,554 | 25 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,226 | 25 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $139,420 | 1,025 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,982 | 25 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,087 | 25 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,848 | 25 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||