Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$297,528
-$41,326 QoQ
Shares Held
1,760
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,490
of 2,096 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, 2026WEIK CAPITAL MANAGEMENT holds $297,528 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
|
1,760 | $297,528 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,528 | 1,760 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $338,854 | 1,860 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $243,240 | 1,885 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $256,397 | 1,885 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $239,793 | 2,010 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $261,777 | 2,120 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $258,621 | 2,270 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $298,391 | 2,270 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $341,631 | 2,420 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $419,783 | 2,570 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $418,725 | 3,145 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $383,278 | 3,190 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $402,503 | 4,220 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $427,823 | 4,220 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $439,217 | 4,220 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $370,504 | 4,590 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $405,030 | 4,940 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $426,766 | 4,940 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $405,051 | 5,590 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $594,554 | 8,490 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $898,535 | 10,470 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $863,916 | 10,595 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $738,566 | 10,560 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $576,720 | 11,125 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $835,837 | 11,625 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $669,283 | 12,475 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||