Position in PSX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$389,998
-$37,396 QoQ
Shares Held
2,307
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,314
of 2,093 holders
Holding Since
Jun 2020
17 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, 2026JACOBS & CO/CA holds $389,998 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
|
2,307 | $389,998 |
All Filings in PSX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,998 | 2,307 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $427,394 | 2,346 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $302,727 | 2,346 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $319,102 | 2,346 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $279,877 | 2,346 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $289,684 | 2,346 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $267,279 | 2,346 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $308,381 | 2,346 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $334,008 | 2,366 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $386,462 | 2,366 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $315,009 | 2,366 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $284,274 | 2,366 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $225,669 | 2,366 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $310,831 | 3,066 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $319,109 | 3,066 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $247,487 | 3,066 | Shares | Sole | 2022-10-11 | |
| 2020-06-30 | $244,747 | 3,404 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||