Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$526,928
-$165,720 QoQ
Shares Held
3,117
-18.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,158
of 2,096 holders
Holding Since
Sep 2020
8 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, 2026Clear Harbor Asset Management, LLC holds $693,848 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (75.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
3,117 | $526,928 | |
| 2 | SGU |
Star Group, L.P.
|
13,000 | $166,920 |
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,928 | 3,117 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $692,648 | 3,802 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $492,158 | 3,814 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $520,684 | 3,828 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $481,972 | 4,040 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $502,440 | 4,069 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $371,867 | 3,264 | Shares | Sole | 2025-01-17 | |
| 2020-09-30 | $71,280 | 1,375 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||