Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,164,923
-$99,952 QoQ
Shares Held
6,891
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#825
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, 2026PERRYMAN FINANCIAL ADVISORY INC /AD holds $1,416,833 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (82.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
6,891 | $1,164,923 | |
| 2 | SUN |
Sunoco LP
|
3,732 | $251,910 |
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,164,923 | 6,891 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,264,875 | 6,943 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $927,797 | 7,190 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||