Position in PSX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,544,878
-$88,351 QoQ
Shares Held
15,054
+4.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#593
of 2,097 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Curbstone Financial Management Corp holds $2,544,878 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
|
15,054 | $2,544,878 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,544,878 | 15,054 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,633,229 | 14,454 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,878,048 | 14,554 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,986,436 | 14,604 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,736,292 | 14,554 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,790,953 | 14,504 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,652,440 | 14,504 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,906,550 | 14,504 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $2,061,646 | 14,604 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $2,461,860 | 15,072 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $2,159,797 | 16,222 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,961,088 | 16,322 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,585,406 | 16,622 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $1,690,612 | 16,676 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,761,658 | 16,926 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,370,302 | 16,976 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $1,391,862 | 16,976 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,577,135 | 18,256 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,322,829 | 18,256 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,267,963 | 18,106 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,535,491 | 17,892 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $1,426,297 | 17,492 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $1,099,596 | 15,722 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $808,911 | 15,604 | Shares | Sole | 2020-10-02 | |
| 2020-06-30 | $1,021,267 | 14,204 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $762,044 | 14,204 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||