Position in PSX
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$702,303
+$199,047 QoQ
Shares Held
3,855
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
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 Mar 31, 2026Smart Portfolios, LLC holds $702,303 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
|
3,855 | $702,303 |
All Filings in PSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $702,303 | 3,855 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $503,256 | 3,900 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $530,478 | 3,900 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $484,954 | 4,065 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $501,946 | 4,065 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $463,695 | 4,070 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $548,146 | 4,170 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $592,914 | 4,200 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $623,958 | 3,820 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $508,594 | 3,820 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||