Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,799,129
-$181,882 QoQ
Shares Held
16,558
+1.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#558
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, 2026PATTEN & PATTEN INC/TN holds $3,253,336 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (86.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
16,558 | $2,799,129 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,744 | $454,207 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,799,129 | 16,558 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,981,011 | 16,363 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,141,160 | 16,593 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,516,097 | 18,498 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,213,492 | 18,554 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,302,655 | 18,648 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,269,827 | 19,923 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,647,534 | 20,141 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,851,069 | 20,196 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,367,580 | 20,617 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,657,341 | 19,959 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,420,061 | 20,142 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,991,725 | 20,882 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,150,979 | 21,217 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,209,306 | 21,227 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,716,268 | 21,262 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,744,911 | 21,282 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,492,560 | 17,277 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,352,900 | 18,671 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,215,230 | 17,353 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,467,178 | 17,096 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,493,405 | 18,315 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,272,208 | 18,190 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,106,317 | 21,341 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,499,690 | 20,858 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,198,648 | 22,342 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||