Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$652,025
+$389,504 QoQ
Shares Held
3,857
+167.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,057
of 2,091 holders
Holding Since
Mar 2022
10 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 Jun 30, 2026DONALDSON CAPITAL MANAGEMENT, LLC holds $4,887,300 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
16,262 | $4,235,275 | |
| 2 | PSX |
Phillips 66
This page
|
3,857 | $652,025 |
All Filings in PSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,025 | 3,857 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $262,521 | 1,441 | Shares | Sole | 2026-04-30 | |
| 2024-06-30 | $210,766 | 1,493 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $293,521 | 1,797 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $240,583 | 1,807 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $270,818 | 2,254 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $220,137 | 2,308 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $228,510 | 2,254 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $234,596 | 2,254 | Shares | Sole | 2023-02-08 | |
| 2022-03-31 | $235,412 | 2,725 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||