Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$494,133
-$36,192 QoQ
Shares Held
2,923
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,186
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, 2026BETO FINANCIAL GROUP, LLC holds $494,133 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
|
2,923 | $494,133 |
All Filings in PSX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,133 | 2,923 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $530,325 | 2,911 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $374,216 | 2,900 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||