Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,285,962
-$87,857 QoQ
Shares Held
7,607
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#794
of 2,093 holders
Holding Since
Jun 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, 2026Patten Group, Inc. holds $1,761,003 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (73.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
7,607 | $1,285,962 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,824 | $475,041 |
All Filings in PSX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,285,962 | 7,607 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,373,819 | 7,541 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $962,251 | 7,457 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,242,270 | 9,133 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $910,974 | 7,636 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $983,271 | 7,963 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $936,504 | 8,220 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,139,671 | 8,670 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,251,895 | 8,868 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,466,629 | 8,979 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,215,168 | 9,127 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,096,609 | 9,127 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $890,086 | 9,332 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $946,078 | 9,332 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $972,523 | 9,344 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $684,667 | 8,482 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $695,275 | 8,480 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $708,743 | 8,204 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $492,945 | 6,803 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $437,267 | 6,244 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $541,953 | 6,315 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $502,938 | 6,168 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $414,604 | 5,928 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $237,323 | 4,578 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $294,430 | 4,095 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||