Position in PSX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,067,028
+$311,241 QoQ
Shares Held
5,857
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Strategic Financial Services, Inc. holds $1,067,028 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
|
5,857 | $1,067,028 |
All Filings in PSX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,067,028 | 5,857 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $755,787 | 5,857 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $815,711 | 5,997 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $715,203 | 5,995 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $740,262 | 5,995 | Shares | Sole | 2025-05-23 | |
| 2024-12-31 | $683,010 | 5,995 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $788,042 | 5,995 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $846,314 | 5,995 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $987,390 | 6,045 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $850,098 | 6,385 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $812,214 | 6,760 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $646,867 | 6,782 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $722,839 | 7,130 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,481,474 | 14,234 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,613,592 | 19,990 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,665,216 | 20,310 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,836,478 | 21,258 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,588,395 | 21,921 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,671,055 | 23,862 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,539,327 | 29,589 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,516,487 | 30,862 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,577,638 | 36,855 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,107,192 | 40,648 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,204,007 | 44,562 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,759,845 | 70,081 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||