Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,461,268
-$222,439 QoQ
Shares Held
8,644
-6.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#748
of 2,096 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026ALPINE WOODS CAPITAL INVESTORS, LLC holds $1,692,836 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (86.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
8,644 | $1,461,268 | |
| 2 | WKC |
World Kinect Corp
|
7,030 | $231,568 |
All Filings in PSX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,461,268 | 8,644 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,683,707 | 9,242 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $1,384,728 | 10,731 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,428,210 | 10,500 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,062,724 | 8,908 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $308,329 | 2,497 | Shares | Sole | 2025-04-30 | |
| 2023-12-31 | $271,339 | 2,038 | Shares | Sole | 2024-01-24 | |
| 2021-09-30 | $665,285 | 9,500 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $792,678 | 14,775 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||