Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$272,339
+$10,729 QoQ
Shares Held
1,611
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,543
of 2,096 holders
Holding Since
Mar 2020
23 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, 2026Verity Asset Management, Inc. holds $272,339 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,611 | $272,339 |
All Filings in PSX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,339 | 1,611 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $261,610 | 1,436 | Shares | Sole | 2026-04-21 | |
| 2025-06-30 | $364,342 | 3,054 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $366,982 | 2,972 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $338,599 | 2,972 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $380,679 | 2,896 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $602,372 | 4,267 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $696,971 | 4,267 | Shares | Sole | 2024-05-28 | |
| 2023-12-31 | $611,378 | 4,592 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $551,728 | 4,592 | Shares | Sole | 2023-11-22 | |
| 2023-06-30 | $422,533 | 4,430 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $471,518 | 4,651 | Shares | Sole | 2023-05-24 | |
| 2022-12-31 | $480,329 | 4,615 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $446,865 | 5,536 | Shares | Sole | 2022-11-16 | |
| 2022-03-31 | $446,031 | 5,163 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $291,216 | 4,019 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $258,340 | 3,689 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $695,914 | 8,109 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $655,010 | 8,033 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $670,095 | 9,581 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $495,227 | 9,553 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $649,041 | 9,027 | Shares | Sole | 2020-11-13 | |
| 2020-03-31 | $391,054 | 7,289 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||