Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$36,316,504
-$3,268,477 QoQ
Shares Held
214,827
-1.1% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
3.06%
of 13F equity value
Holder Rank
#132
of 2,093 holders
Holding Since
Mar 2021
22 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, 2026Stack Financial Management, Inc holds $36,316,504 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
|
214,827 | $36,316,504 |
All Filings in PSX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,316,504 | 214,827 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $39,584,981 | 217,285 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $28,062,715 | 217,473 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $29,834,490 | 219,339 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $26,467,420 | 221,856 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $27,675,819 | 224,132 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $25,685,518 | 225,450 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $29,792,616 | 226,646 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $31,849,504 | 225,611 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $36,899,159 | 225,904 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $30,029,860 | 225,551 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $27,548,712 | 229,286 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $21,917,084 | 229,787 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $23,250,489 | 229,340 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $23,456,509 | 225,370 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $18,146,017 | 224,802 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $18,227,114 | 222,309 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $19,411,401 | 224,695 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $15,609,695 | 215,425 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $15,479,921 | 221,047 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $18,789,344 | 218,939 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $17,705,595 | 217,140 | Shares | Sole | 2021-04-09 | |
| No filing history on record for this holder in this stock. | ||||||