Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,228,486
-$125,840 QoQ
Shares Held
7,267
-2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#809
of 2,093 holders
Holding Since
Mar 2020
26 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, 2026Fiduciary Group, LLC holds $1,586,168 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (77.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
7,267 | $1,228,486 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,399 | $357,682 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,228,486 | 7,267 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,354,326 | 7,434 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $959,283 | 7,434 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,013,893 | 7,454 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $889,262 | 7,454 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $920,419 | 7,454 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $849,234 | 7,454 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,022,943 | 7,782 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,123,572 | 7,959 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,315,213 | 8,052 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,073,108 | 8,060 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $968,288 | 8,059 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $780,113 | 8,179 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $834,154 | 8,228 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $858,347 | 8,247 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $650,038 | 8,053 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $658,461 | 8,031 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $674,965 | 7,813 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $550,985 | 7,604 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $532,508 | 7,604 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $652,575 | 7,604 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $620,030 | 7,604 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $557,002 | 7,964 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $479,520 | 9,250 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $828,863 | 11,528 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $613,380 | 11,433 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||