Position in PSX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$95,174
-$7,392 QoQ
Shares Held
563
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,816
of 2,096 holders
Holding Since
Mar 2026
2 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, 2026Community Financial Services Group, LLC holds $3,604,862 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
13,476 | $3,509,688 | |
| 2 | PSX |
Phillips 66
This page
|
563 | $95,174 |
All Filings in PSX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,174 | 563 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $102,566 | 563 | Shares | Defined | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||