Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$439,530
-$34,138 QoQ
Shares Held
2,600
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,244
of 2,093 holders
Holding Since
Sep 2020
8 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, 2026Baldwin Investment Management, LLC holds $689,552 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (63.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
2,600 | $439,530 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
960 | $250,022 |
All Filings in PSX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,530 | 2,600 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $473,668 | 2,600 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $335,504 | 2,600 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $353,652 | 2,600 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $310,180 | 2,600 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $321,048 | 2,600 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $296,218 | 2,600 | Shares | Sole | 2025-02-14 | |
| 2020-09-30 | $261,792 | 5,050 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||