Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$871,452
-$67,503 QoQ
Shares Held
5,155
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#940
of 2,095 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $1,107,931 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (78.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
5,155 | $871,452 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
908 | $236,479 |
All Filings in PSX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $871,452 | 5,155 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $938,955 | 5,154 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $618,488 | 4,793 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $325,903 | 2,396 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $285,842 | 2,396 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $295,858 | 2,396 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $272,976 | 2,396 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $316,268 | 2,406 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $339,655 | 2,406 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $409,330 | 2,506 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $340,305 | 2,556 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $311,909 | 2,596 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $247,606 | 2,596 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $263,182 | 2,596 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $249,792 | 2,400 | Shares | Sole | 2023-02-03 | |
| 2022-03-31 | $207,336 | 2,400 | Shares | Sole | 2022-05-13 | |
| 2021-06-30 | $207,512 | 2,418 | Shares | Sole | 2021-08-13 | |
| 2020-03-31 | $2,687,489 | 50,093 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||