Position in PSX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$362,105
-$28,853 QoQ
Shares Held
2,142
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,356
of 2,093 holders
Holding Since
Mar 2024
5 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, 2026Newman Dignan & Sheerar, Inc. holds $738,440 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
1,445 | $376,335 | |
| 2 | PSX |
Phillips 66
This page
|
2,142 | $362,105 |
All Filings in PSX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,105 | 2,142 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $390,958 | 2,146 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $310,857 | 2,409 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $225,249 | 1,656 | Shares | Sole | 2025-10-09 | |
| 2024-03-31 | $220,835 | 1,352 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||