Position in PSX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$481,115
-$33,907 QoQ
Shares Held
2,846
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,201
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, 2026AGH Wealth Advisors, LLC holds $481,115 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
|
2,846 | $481,115 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,115 | 2,846 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $515,022 | 2,827 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $362,601 | 2,810 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $389,016 | 2,860 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $341,197 | 2,860 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $343,397 | 2,781 | Shares | Other | 2025-04-11 | |
| 2024-12-31 | $316,953 | 2,782 | Shares | Sole | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||