Position in PSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$682,116
-$57,534 QoQ
Shares Held
4,035
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,036
of 2,097 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Palisade Asset Management, LLC holds $1,450,660 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
3,006 | $768,544 | |
| 2 | PSX |
Phillips 66
This page
|
4,035 | $682,116 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,116 | 4,035 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $739,650 | 4,060 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $543,258 | 4,210 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $596,855 | 4,388 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $525,277 | 4,403 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $661,111 | 5,354 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $666,946 | 5,854 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $769,508 | 5,854 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $829,797 | 5,878 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $960,112 | 5,878 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $765,954 | 5,753 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $691,222 | 5,753 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $554,825 | 5,817 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $584,658 | 5,767 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $623,647 | 5,992 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $510,473 | 6,324 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $513,175 | 6,259 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $567,495 | 6,569 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $496,640 | 6,854 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $482,506 | 6,890 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $603,743 | 7,035 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $576,080 | 7,065 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $531,893 | 7,605 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $444,528 | 8,575 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $616,470 | 8,574 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $478,772 | 8,924 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||