Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$466,916
-$49,382 QoQ
Shares Held
2,762
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,223
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, 2026Hartford Financial Management Inc. holds $2,540,911 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
8,112 | $2,073,995 | |
| 2 | PSX |
Phillips 66
This page
|
2,762 | $466,916 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,916 | 2,762 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $516,298 | 2,834 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $419,121 | 3,248 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $442,065 | 3,250 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $389,395 | 3,264 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,402,426 | 19,456 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,255,358 | 19,796 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,616,249 | 19,903 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,809,706 | 19,903 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,295,874 | 20,178 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,703,141 | 20,303 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,463,435 | 20,503 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,964,160 | 20,593 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,090,252 | 20,618 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,147,586 | 20,634 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,667,998 | 20,664 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,704,900 | 20,794 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,793,542 | 20,761 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,512,095 | 20,868 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,461,316 | 20,867 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,790,720 | 20,866 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,706,387 | 20,927 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $829,348 | 11,858 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $618,554 | 11,932 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $896,377 | 12,467 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $712,150 | 13,274 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||