Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,092,908
-$91,444 QoQ
Shares Held
6,465
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#848
of 2,091 holders
Holding Since
Mar 2020
25 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, 2026Allen Capital Group, LLC holds $1,315,063 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (83.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
6,465 | $1,092,908 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
853 | $222,155 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,092,908 | 6,465 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,184,352 | 6,501 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $801,725 | 6,213 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $845,092 | 6,213 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $740,017 | 6,203 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $697,291 | 5,647 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $642,109 | 5,636 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $706,017 | 5,371 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $790,552 | 5,600 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $976,119 | 5,976 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $785,526 | 5,900 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $718,497 | 5,980 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $570,277 | 5,979 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $604,326 | 5,961 | Shares | Sole | 2023-04-28 | |
| 2022-09-30 | $486,822 | 6,031 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $499,401 | 6,091 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $526,115 | 6,090 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $485,554 | 6,701 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $427,183 | 6,100 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $523,416 | 6,099 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $502,938 | 6,168 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $432,369 | 6,182 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $320,423 | 6,181 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $454,336 | 6,319 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $370,453 | 6,905 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||