Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$649,659
-$50,458 QoQ
Shares Held
3,843
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,061
of 2,093 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, 2026Roof Eidam Maycock Peralta, LLC holds $649,659 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
|
3,843 | $649,659 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $649,659 | 3,843 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $700,117 | 3,843 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $495,900 | 3,843 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $522,724 | 3,843 | Shares | Other | 2025-10-27 | |
| 2025-06-30 | $458,469 | 3,843 | Shares | Other | 2025-07-29 | |
| 2025-03-31 | $474,533 | 3,843 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $452,529 | 3,972 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $522,119 | 3,972 | Shares | Other | 2024-10-21 | |
| 2024-06-30 | $670,133 | 4,747 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $775,374 | 4,747 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $632,015 | 4,747 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $772,324 | 6,428 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $563,695 | 5,910 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $599,155 | 5,910 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $615,112 | 5,910 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $477,055 | 5,910 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $484,560 | 5,910 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $510,564 | 5,910 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $428,238 | 5,910 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $413,877 | 5,910 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $507,196 | 5,910 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $481,901 | 5,910 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $413,345 | 5,910 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $306,374 | 5,910 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $424,929 | 5,910 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $317,071 | 5,910 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||