Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,668,523
-$274,244 QoQ
Shares Held
9,870
-7.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#703
of 2,091 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $7,752,725 across 12 Oil & Gas Refining & Marketing names. PSX ranks #3 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
12,438 | $3,239,352 | |
| 2 | MPC |
Marathon Petroleum Corp
|
9,942 | $2,541,871 | |
| 3 | PSX |
Phillips 66
This page
|
9,870 | $1,668,523 | |
| 4 | SUN |
Sunoco LP
|
3,736 | $252,180 | |
| 5 | PBF |
PBF Energy Inc.
|
586 | $26,674 | |
| 6 | DINO |
HF Sinclair Corp
|
271 | $18,875 | |
| 7 | WKC |
World Kinect Corp
|
94 | $3,096 | |
| 8 | CAPL |
CrossAmerica Partners LP
|
50 | $1,121 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,668,523 | 9,870 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,942,767 | 10,664 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,572,223 | 12,184 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,605,308 | 11,802 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,775,422 | 14,882 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,661,052 | 13,452 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,482,001 | 13,008 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,815,850 | 13,814 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,917,370 | 13,582 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,252,001 | 7,665 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,031,169 | 7,745 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $776,769 | 6,465 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $617,299 | 6,472 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $638,795 | 6,301 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $646,440 | 6,211 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $553,819 | 6,861 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $567,780 | 6,925 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $532,594 | 6,165 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $446,715 | 6,165 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $464,999 | 6,640 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $528,994 | 6,164 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $508,075 | 6,231 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $511,191 | 7,309 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $401,708 | 7,749 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $599,574 | 8,339 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $451,679 | 8,419 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||