Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$315,785
+$24,115 QoQ
Shares Held
1,868
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,446
of 2,091 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, 2026Family Manage LLC holds $5,839,977 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
21,211 | $5,524,192 | |
| 2 | PSX |
Phillips 66
This page
|
1,868 | $315,785 |
All Filings in PSX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,785 | 1,868 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $291,670 | 1,601 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||