Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$355
-$305,525 QoQ
Shares Held
1,679
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,084
of 2,093 holders
Holding Since
Jun 2020
4 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, 2026STONERIDGE INVESTMENT PARTNERS LLC holds $355 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
|
1,679 | $355 |
All Filings in PSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355 | 1,679 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $305,880 | 1,679 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $217,432 | 1,685 | Shares | Sole | 2026-02-05 | |
| 2020-06-30 | $217,353 | 3,023 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||