Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$213,172
-$7,083 QoQ
Shares Held
1,261
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,683
of 2,093 holders
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Pointe Capital Management LLC holds $213,172 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
|
1,261 | $213,172 |
All Filings in PSX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,172 | 1,261 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $220,255 | 1,209 | Shares | Sole | 2026-05-15 | |
| 2024-03-31 | $220,835 | 1,352 | Shares | Sole | 2024-05-07 | |
| 2023-03-31 | $85,666 | 845 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||