Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$683,638
-$53,097 QoQ
Shares Held
4,044
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,032
of 2,091 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, 2026WHALEROCK POINT PARTNERS, LLC holds $1,609,674 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
3,622 | $926,036 | |
| 2 | PSX |
Phillips 66
This page
|
4,044 | $683,638 |
All Filings in PSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,638 | 4,044 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $736,735 | 4,044 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $521,837 | 4,044 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $601,208 | 4,420 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $446,182 | 3,740 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $461,815 | 3,740 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $397,615 | 3,490 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $458,760 | 3,490 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $492,683 | 3,490 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $570,056 | 3,490 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $464,658 | 3,490 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $380,995 | 3,171 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $302,449 | 3,171 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $316,204 | 3,119 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $324,625 | 3,119 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $251,765 | 3,119 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $255,726 | 3,119 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $269,450 | 3,119 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $226,002 | 3,119 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $218,423 | 3,119 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $267,672 | 3,119 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $254,323 | 3,119 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $218,142 | 3,119 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $224,256 | 3,119 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||