Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,361,143
+$7,219,253 QoQ
Shares Held
55,375
+371.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#306
of 2,093 holders
Holding Since
Mar 2020
7 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, 2026Carlson Capital, L.P. holds $9,361,143 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
|
55,375 | $9,361,143 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,361,143 | 55,375 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,141,890 | 11,757 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $425,832 | 3,300 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $952,140 | 7,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $835,100 | 7,000 | Shares | Sole | 2025-08-13 | |
| 2020-06-30 | $7,154,050 | 99,500 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,521,550 | 47,000 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||