Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$258,139
-$20,049 QoQ
Shares Held
1,527
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,573
of 2,093 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Loudon Investment Management, LLC holds $1,356,935 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
4,219 | $1,098,796 | |
| 2 | PSX |
Phillips 66
This page
|
1,527 | $258,139 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,139 | 1,527 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $278,188 | 1,527 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $207,702 | 1,527 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $200,724 | 1,527 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $215,566 | 1,527 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $249,420 | 1,527 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $216,618 | 1,627 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||