Position in PSX
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$90,103
-$6,998 QoQ
Shares Held
533
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#1,821
of 2,093 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, 2026Sarver Vrooman Wealth Advisors holds $90,103 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
|
533 | $90,103 |
All Filings in PSX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,103 | 533 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $97,101 | 533 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $68,778 | 533 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $74,402 | 547 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $65,257 | 547 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $67,543 | 547 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||