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Oakmont Investment Advisors, Inc.

Position in PSX — Phillips 66

CIK 2150170 PITTSBURGH, PA

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,539,876
-$96,282 QoQ
Shares Held
9,109
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#728
of 2,093 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Oakmont Investment Advisors, Inc. holds $1,764,196 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (87.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PSX
Phillips 66
This page
9,109 $1,539,876

All Filings in PSX

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,539,876 9,109
2026-03-31 $1,636,158 8,981