Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$18,565,747
-$1,145,035 QoQ
Shares Held
109,824
+1.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#203
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Richard C. Young & CO., LTD. holds $39,927,817 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
82,023 | $21,362,070 | |
| 2 | PSX |
Phillips 66
This page
|
109,824 | $18,565,747 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,565,747 | 109,824 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $19,710,782 | 108,194 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $12,085,499 | 93,657 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $12,995,078 | 95,538 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,720,986 | 98,248 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $12,110,671 | 98,078 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $11,816,477 | 103,717 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $14,378,263 | 109,382 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $15,308,192 | 108,438 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $17,401,590 | 106,536 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $14,269,545 | 107,177 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,487,309 | 103,931 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,840,259 | 103,169 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $10,177,234 | 100,387 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,460,768 | 100,507 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,105,256 | 100,412 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $8,182,602 | 99,800 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $8,441,598 | 97,715 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $6,801,385 | 93,864 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,323,989 | 90,304 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,560,312 | 88,095 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $6,662,959 | 81,714 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,190,527 | 74,214 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,444,716 | 66,449 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,722,694 | 51,776 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,468,168 | 46,005 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||