Position in PSX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$23,328
-$1,812 QoQ
Shares Held
138
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,953
of 2,091 holders
Holding Since
Dec 2025
3 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, 2026Beacon Financial Strategies CORP holds $56,565 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
130 | $33,237 | |
| 2 | PSX |
Phillips 66
This page
|
138 | $23,328 |
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,328 | 138 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $25,140 | 138 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $17,807 | 138 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||