Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$404,874
-$23,613 QoQ
Shares Held
2,395
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,288
of 2,091 holders
Holding Since
Sep 2025
4 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, 2026Klingman & Associates, LLC holds $663,100 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
2,395 | $404,874 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,010 | $258,226 |
All Filings in PSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,874 | 2,395 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $428,487 | 2,352 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $299,243 | 2,319 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $966,558 | 7,106 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||