Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$963,585
-$165,931 QoQ
Shares Held
5,700
-8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#901
of 2,093 holders
Holding Since
Dec 2020
22 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, 2026South Street Advisors LLC holds $963,585 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
|
5,700 | $963,585 |
All Filings in PSX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $963,585 | 5,700 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,129,516 | 6,200 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $800,048 | 6,200 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $843,324 | 6,200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $715,800 | 6,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $740,880 | 6,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $683,580 | 6,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $988,504 | 7,520 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,012,188 | 7,170 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,048,642 | 6,420 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $854,758 | 6,420 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $771,363 | 6,420 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $612,339 | 6,420 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $650,859 | 6,420 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $668,193 | 6,420 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $518,222 | 6,420 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $526,375 | 6,420 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $554,623 | 6,420 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $465,193 | 6,420 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $449,592 | 6,420 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $550,964 | 6,420 | Shares | Sole | 2021-08-05 | |
| 2020-12-31 | $457,407 | 6,540 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||