Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,859
-$144 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,070
of 2,097 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, 2026Advocate Investing Services LLC holds $3,669 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
11 | $1,859 | |
| 2 | DINO |
HF Sinclair Corp
|
26 | $1,810 |
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,859 | 11 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,003 | 11 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,419 | 11 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||