Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$545,355
-$42,357 QoQ
Shares Held
3,226
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,144
of 2,097 holders
Holding Since
Mar 2026
2 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, 2026Clear Trail Advisors, LLC holds $12,368,302 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
46,243 | $11,822,947 | |
| 2 | PSX |
Phillips 66
This page
|
3,226 | $545,355 |
All Filings in PSX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,355 | 3,226 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $587,712 | 3,226 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||