Position in PSX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$790,477
-$61,396 QoQ
Shares Held
4,676
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#973
of 2,097 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, 2026LVM CAPITAL MANAGEMENT LTD/MI holds $790,477 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
|
4,676 | $790,477 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $790,477 | 4,676 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $851,873 | 4,676 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $567,130 | 4,395 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $625,011 | 4,595 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $554,148 | 4,645 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $573,564 | 4,645 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $529,204 | 4,645 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $620,706 | 4,722 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $666,604 | 4,722 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $766,881 | 4,695 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $618,435 | 4,645 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $516,044 | 4,295 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $457,347 | 4,795 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $486,117 | 4,795 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $481,370 | 4,625 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $373,330 | 4,625 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $338,208 | 4,125 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $356,358 | 4,125 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $298,897 | 4,125 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $288,873 | 4,125 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $354,007 | 4,125 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $344,506 | 4,225 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $295,496 | 4,225 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $224,259 | 4,326 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $311,039 | 4,326 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $234,772 | 4,376 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||