Tarbox Family Office, Inc.
Family OfficePosition in PSX — Phillips 66
CIK 1599603
NEWPORT BEACH, CA
Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$298,035
-$23,148 QoQ
Shares Held
1,763
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,489
of 2,096 holders
Holding Since
Mar 2020
24 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, 2026Tarbox Family Office, Inc. holds $298,035 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
|
1,763 | $298,035 |
All Filings in PSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,035 | 1,763 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $321,183 | 1,763 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $252,144 | 1,954 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $273,672 | 2,012 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $240,031 | 2,012 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $245,848 | 1,991 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $226,834 | 1,991 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $261,716 | 1,991 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $281,069 | 1,991 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $325,209 | 1,991 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $291,709 | 2,191 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $263,248 | 2,191 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $208,977 | 2,191 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $222,123 | 2,191 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $228,039 | 2,191 | Shares | Sole | 2023-01-25 | |
| 2022-03-31 | $189,280 | 2,191 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $164,846 | 2,275 | Shares | Sole | 2022-01-06 | |
| 2021-09-30 | $162,539 | 2,321 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $199,531 | 2,325 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $169,195 | 2,075 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $145,125 | 2,075 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $102,539 | 1,978 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $142,433 | 1,981 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $111,592 | 2,080 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||