Joel Isaacson & Co., LLC

Position in PSX — Phillips 66

CIK 1599330 NEW YORK, NY

Position in PSX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$734,353

-$156,325 QoQ

Shares Held

4,344

-11.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#997

of 2,097 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Joel Isaacson & Co., LLC holds $3,735,043 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SGU	Star Group, L.P.	192,003	$2,465,318
2	PSX	Phillips 66 This page	4,344	$734,353
3	MPC	Marathon Petroleum Corp	2,094	$535,372

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$734,353	4,344	-11.1%	Shares	Sole	2026-08-04
2026-03-31	$890,678	4,889	-11.2%	Shares	Sole	2026-04-23
2025-12-31	$710,752	5,508	+5.6%	Shares	Sole	2026-01-30
2025-09-30	$709,616	5,217	+62.2%	Shares	Sole	2025-10-30
2025-06-30	$383,788	3,217	0.0%	Shares	Sole	2025-07-23
2025-03-31	$397,235	3,217	-2.5%	Shares	Sole	2025-04-25
2024-12-31	$375,969	3,300	0.0%	Shares	Sole	2025-01-28
2024-09-30	$433,785	3,300	0.0%	Shares	Sole	2024-10-23
2024-06-30	$465,861	3,300	-1.3%	Shares	Sole	2024-07-24
2024-03-31	$546,372	3,345	-5.7%	Shares	Sole	2024-04-30
2023-12-31	$472,114	3,546	+0.3%	Shares	Sole	2024-02-12
2023-09-30	$424,730	3,535	+0.3%	Shares	Sole	2023-10-24
2023-06-30	$336,023	3,523	+0.4%	Shares	Sole	2023-07-27
2023-03-31	$355,742	3,509	+3.3%	Shares	Sole	2023-04-25
2022-12-31	$353,455	3,396	-5.2%	Shares	Sole	2023-01-27
2022-09-30	$289,300	3,584	+0.4%	Shares	Sole	2022-10-14
2022-06-30	$292,704	3,570	+0.3%	Shares	Sole	2022-07-15
2022-03-31	$307,375	3,558	-3.7%	Shares	Sole	2022-04-21
2021-12-31	$267,667	3,694	-4.8%	Shares	Sole	2022-01-19
2021-09-30	$271,646	3,879	+0.4%	Shares	Sole	2021-10-21
2021-06-30	$331,522	3,863	+0.3%	Shares	Sole	2021-07-20
2021-03-31	$314,010	3,851	+6.1%	Shares	Sole	2021-04-23
2020-12-31	$253,742	3,628	-2.1%	Shares	Sole	2021-01-22
2020-06-30	$266,389	3,705	-5.6%	Shares	Sole	2020-07-21
2020-03-31	$210,629	3,926	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.