Position in PSX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$409,608
-$191,950 QoQ
Shares Held
2,423
-26.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,288
of 2,096 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Blue Edge Capital, LLC holds $409,608 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
|
2,423 | $409,608 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,608 | 2,423 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $601,558 | 3,302 | Shares | Sole | 2026-06-02 | |
| 2025-12-31 | $426,090 | 3,302 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $448,593 | 3,298 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $392,974 | 3,294 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $406,249 | 3,290 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $374,373 | 3,286 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $431,418 | 3,282 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $462,896 | 3,279 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $570,873 | 3,495 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $462,395 | 3,473 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $392,890 | 3,270 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $311,511 | 3,266 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $330,701 | 3,262 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $339,092 | 3,258 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $262,743 | 3,255 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $266,549 | 3,251 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $280,508 | 3,247 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $234,987 | 3,243 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $296,857 | 4,239 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $363,361 | 4,234 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $344,995 | 4,231 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $341,097 | 4,877 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $252,564 | 4,872 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $349,937 | 4,867 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $260,899 | 4,863 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||