Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$657,097
-$57,412 QoQ
Shares Held
3,887
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,049
of 2,093 holders
Holding Since
Mar 2020
26 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, 2026EXCALIBUR MANAGEMENT CORP holds $657,097 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
3,887 | $657,097 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $657,097 | 3,887 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $714,509 | 3,922 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $506,094 | 3,922 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $541,223 | 3,979 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $472,905 | 3,964 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $414,522 | 3,357 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $384,741 | 3,377 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $445,615 | 3,390 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $486,048 | 3,443 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $543,105 | 3,325 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $444,288 | 3,337 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $400,940 | 3,337 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $318,283 | 3,337 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $338,305 | 3,337 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $345,753 | 3,322 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $268,151 | 3,322 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $272,042 | 3,318 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $306,770 | 3,551 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $403,239 | 5,565 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $350,990 | 5,012 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $351,175 | 4,092 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $342,304 | 4,198 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $295,356 | 4,223 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $224,726 | 4,335 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $294,430 | 4,095 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $238,742 | 4,450 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||