Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$752,610
-$249,562 QoQ
Shares Held
4,452
-19.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#988
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, 2026Roehl & Yi Investment Advisors, LLC holds $752,610 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
|
4,452 | $752,610 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,610 | 4,452 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,002,172 | 5,501 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $709,074 | 5,495 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $763,888 | 5,616 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $689,315 | 5,778 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $711,615 | 5,763 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $647,350 | 5,682 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||