Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$228,217
-$17,726 QoQ
Shares Held
1,350
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,647
of 2,097 holders
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026KLCM Advisors, Inc. holds $450,632 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,350 | $228,217 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
854 | $222,415 |
All Filings in PSX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,217 | 1,350 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $245,943 | 1,350 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $241,582 | 2,025 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $250,047 | 2,025 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $230,708 | 2,025 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $272,364 | 2,072 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $292,504 | 2,072 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $338,440 | 2,072 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $297,834 | 2,237 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $268,775 | 2,237 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $213,365 | 2,237 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $226,787 | 2,237 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $274,458 | 2,637 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $201,073 | 2,491 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $204,237 | 2,491 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||