Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$410,115
-$31,671 QoQ
Shares Held
2,426
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,287
of 2,096 holders
Holding Since
Dec 2023
11 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, 2026Fort Sheridan Advisors LLC holds $410,115 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
|
2,426 | $410,115 |
All Filings in PSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,115 | 2,426 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $441,786 | 2,425 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $312,922 | 2,425 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $329,848 | 2,425 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $293,120 | 2,457 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $365,006 | 2,956 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $339,853 | 2,983 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $378,050 | 2,876 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $405,440 | 2,872 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $268,204 | 1,642 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $213,955 | 1,607 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||