Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$291,611
+$23,625 QoQ
Shares Held
1,725
+17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,496
of 2,093 holders
Holding Since
Dec 2022
9 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, 2026First Business Financial Services, Inc. holds $510,720 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (57.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,725 | $291,611 | |
| 2 | MPC |
Marathon Petroleum Corp
|
857 | $219,109 |
All Filings in PSX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,611 | 1,725 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $267,986 | 1,471 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $221,848 | 1,631 | Shares | Sole | 2025-10-30 | |
| 2024-03-31 | $225,082 | 1,378 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $277,064 | 2,081 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $247,268 | 2,058 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $209,454 | 2,196 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $242,906 | 2,396 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $247,710 | 2,380 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||