Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,017,681
-$167,217 QoQ
Shares Held
6,020
-7.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#876
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026ALTA CAPITAL MANAGEMENT LLC/ holds $1,017,681 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
|
6,020 | $1,017,681 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,017,681 | 6,020 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,184,898 | 6,504 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $933,088 | 7,231 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,414,744 | 10,401 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,260,285 | 10,564 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,199,237 | 9,712 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,103,070 | 9,682 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,269,281 | 9,656 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,359,608 | 9,631 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,569,207 | 9,607 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,117,369 | 38,436 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $4,521,604 | 37,633 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,629,399 | 38,052 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,780,561 | 37,291 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,734,390 | 35,880 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $3,316,784 | 41,090 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,168,585 | 38,646 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,506,570 | 40,590 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,743,480 | 37,862 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,626,615 | 37,507 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $6,108,925 | 71,183 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $5,778,087 | 70,862 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,448,529 | 35,009 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $16,305,390 | 314,533 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $54,674,988 | 760,431 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $40,325,968 | 751,649 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||