Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$262,703
-$19,858 QoQ
Shares Held
1,554
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,564
of 2,093 holders
Holding Since
Jun 2021
7 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, 2026INVESTMENT PARTNERS, LTD. holds $519,395 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,554 | $262,703 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,004 | $256,692 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,703 | 1,554 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $282,561 | 1,551 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $242,466 | 1,879 | Shares | Sole | 2026-02-10 | |
| 2022-09-30 | $272,430 | 3,375 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $220,963 | 2,695 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $235,239 | 2,723 | Shares | Sole | 2022-04-22 | |
| 2021-06-30 | $203,050 | 2,366 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||