MJT & Associates Financial Advisory Group, Inc.
Position in PSX — Phillips 66
CIK 2065777
MONTEVICEO, MN
Position in PSX
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$16,735
-$1,300 QoQ
Shares Held
99
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,987
of 2,096 holders
Holding Since
Mar 2025
6 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, 2026MJT & Associates Financial Advisory Group, Inc. holds $24,808 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (67.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
99 | $16,735 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
31 | $8,073 |
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,735 | 99 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $18,035 | 99 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $12,774 | 99 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,554 | 107 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $7,396 | 62 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $7,655 | 62 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||