Position in PSX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$356,864
-$18,608 QoQ
Shares Held
2,111
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,364
of 2,091 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026WATERS PARKERSON & CO., LLC holds $690,257 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
2,111 | $356,864 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,304 | $333,393 |
All Filings in PSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,864 | 2,111 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $375,472 | 2,061 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $265,951 | 2,061 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $282,105 | 2,074 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $248,979 | 2,087 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $257,702 | 2,087 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $237,771 | 2,087 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $248,046 | 1,887 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $266,387 | 1,887 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $308,222 | 1,887 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $271,206 | 2,037 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $245,346 | 2,042 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||