Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,697,968
-$370,840 QoQ
Shares Held
21,875
-2.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#495
of 2,093 holders
Holding Since
Mar 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, 2026Cheviot Value Management, LLC holds $4,001,380 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (92.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
21,875 | $3,697,968 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,165 | $303,412 |
All Filings in PSX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,697,968 | 21,875 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,068,808 | 22,334 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,857,719 | 22,146 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,010,802 | 22,135 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,682,460 | 22,485 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,789,660 | 22,592 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,341,375 | 20,551 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,650,557 | 20,164 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,007,203 | 21,302 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $2,726,840 | 20,481 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,507,410 | 20,869 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,995,540 | 20,922 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $2,036,014 | 20,083 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,098,877 | 20,166 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,652,015 | 20,466 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,685,878 | 20,562 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,754,840 | 20,313 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,474,778 | 20,353 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,434,144 | 20,479 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,764,115 | 20,556 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,659,991 | 20,358 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,278,153 | 18,275 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $1,241,425 | 17,266 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $953,360 | 17,770 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||