Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$336,408
-$26,129 QoQ
Shares Held
1,990
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,406
of 2,097 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 27%
Shared 73%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Broderick Brian C holds $336,408 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
|
1,990 | $336,408 |
All Filings in PSX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,408 | 1,990 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $362,537 | 1,990 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $256,788 | 1,990 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $270,678 | 1,990 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $237,407 | 1,990 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $245,724 | 1,990 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $226,719 | 1,990 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $261,584 | 1,990 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $280,927 | 1,990 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $326,679 | 2,000 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $249,636 | 1,875 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $225,280 | 1,875 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $212,843 | 2,045 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||