Position in PSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$5,357,194
-$523,576 QoQ
Shares Held
31,690
-1.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#415
of 2,091 holders
Holding Since
Mar 2020
26 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, 2026CHATHAM CAPITAL GROUP, INC. holds $5,860,352 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (91.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
31,690 | $5,357,194 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,968 | $503,158 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,357,194 | 31,690 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $5,880,770 | 32,280 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,167,992 | 32,300 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,458,055 | 32,775 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,062,761 | 34,055 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,093,979 | 33,155 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,814,376 | 33,480 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,466,671 | 33,980 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,813,191 | 34,095 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $5,569,077 | 34,095 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $4,713,156 | 35,400 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $4,277,340 | 35,600 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,644,946 | 38,215 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,975,616 | 39,215 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $4,102,313 | 39,415 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,217,902 | 39,865 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $3,288,454 | 40,108 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,464,930 | 40,108 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,126,141 | 43,143 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,441,764 | 49,147 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $4,349,529 | 50,682 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $4,100,401 | 50,287 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,473,500 | 49,664 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,632,849 | 50,788 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $4,019,425 | 55,903 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $3,454,416 | 64,388 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||