Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$225,005
-$132,275 QoQ
Shares Held
1,331
-51.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,651
of 2,093 holders
Holding Since
Mar 2022
11 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, 2026FIRST FOUNDATION ADVISORS holds $439,256 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,331 | $225,005 | |
| 2 | MPC |
Marathon Petroleum Corp
|
838 | $214,251 |
All Filings in PSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,005 | 1,331 | Shares | Defined | 2026-08-14 | |
| 2024-09-30 | $357,280 | 2,718 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $620,158 | 4,393 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $781,744 | 4,786 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $587,679 | 4,414 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $637,274 | 5,304 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $451,432 | 4,733 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $471,518 | 4,651 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,081,703 | 10,393 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $797,594 | 9,881 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $219,776 | 2,544 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||