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Oakmont Advisory Group, LLC

Position in PSX — Phillips 66

CIK 2115370 ALBUQUERQUE, NM

Position in PSX

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$9,128
New position
Shares Held
54
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,020
of 2,093 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Oakmont Advisory Group, LLC holds $105,391 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (8.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PSX
Phillips 66
This page
54 $9,128

All Filings in PSX

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $9,128 54