Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$356,019
-$93,236 QoQ
Shares Held
2,106
-14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,368
of 2,093 holders
Holding Since
Mar 2020
25 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, 2026Goodman Financial Corp holds $356,019 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
|
2,106 | $356,019 |
All Filings in PSX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,019 | 2,106 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $449,255 | 2,466 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $318,212 | 2,466 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $335,425 | 2,466 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $294,193 | 2,466 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $304,501 | 2,466 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $288,584 | 2,533 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $332,962 | 2,533 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $411,228 | 2,913 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $535,428 | 3,278 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $507,662 | 3,813 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $458,131 | 3,813 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $363,683 | 3,813 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $386,561 | 3,813 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $396,857 | 3,813 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $307,785 | 3,813 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $312,627 | 3,813 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $329,405 | 3,813 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $276,289 | 3,813 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $262,402 | 3,747 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $321,567 | 3,747 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $305,530 | 3,747 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $262,065 | 3,747 | Shares | Sole | 2021-02-02 | |
| 2020-06-30 | $268,977 | 3,741 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $200,704 | 3,741 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||