Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$302,092
-$11,075 QoQ
Shares Held
1,787
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,480
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, 2026Keating Financial Advisory Services, Inc. holds $1,531,934 across 9 Oil & Gas Refining & Marketing names. PSX ranks #3 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
3,363 | $875,859 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,294 | $330,836 | |
| 3 | PSX |
Phillips 66
This page
|
1,787 | $302,092 | |
| 4 | PARR |
Par Pacific Holdings, Inc.
|
145 | $8,131 | |
| 5 | DINO |
HF Sinclair Corp
|
105 | $7,313 | |
| 6 | PBF |
PBF Energy Inc.
|
108 | $4,916 | |
| 7 | WKC |
World Kinect Corp
|
43 | $1,416 | |
| 8 | CVI |
Cvr Energy Inc
|
48 | $1,321 |
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,092 | 1,787 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $313,167 | 1,719 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $223,368 | 1,731 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||