Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$560,907
-$43,566 QoQ
Shares Held
3,318
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,131
of 2,096 holders
Holding Since
Jun 2020
24 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, 2026Allen Investment Management, LLC holds $560,907 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
|
3,318 | $560,907 |
All Filings in PSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,907 | 3,318 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $604,473 | 3,318 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $428,154 | 3,318 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $451,314 | 3,318 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $395,837 | 3,318 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $409,706 | 3,318 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $378,019 | 3,318 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $436,151 | 3,318 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $468,402 | 3,318 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $541,962 | 3,318 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $441,758 | 3,318 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $398,657 | 3,318 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $316,470 | 3,318 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $338,811 | 3,342 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $347,835 | 3,342 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $269,766 | 3,342 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $274,010 | 3,342 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $288,715 | 3,342 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $242,161 | 3,342 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $234,040 | 3,342 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $286,810 | 3,342 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $272,506 | 3,342 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $233,739 | 3,342 | Shares | Defined | 2021-02-03 | |
| 2020-06-30 | $251,506 | 3,498 | Shares | Defined | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||