Position in PSX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,244,884
+$92,596 QoQ
Shares Held
7,364
+16.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#807
of 2,093 holders
Holding Since
Jun 2025
5 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, 2026Coastal Bridge Advisors, LLC holds $1,996,298 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (62.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
7,364 | $1,244,884 | |
| 2 | MPC |
Marathon Petroleum Corp
|
2,939 | $751,414 |
All Filings in PSX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,244,884 | 7,364 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,152,288 | 6,325 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $760,174 | 5,891 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $786,059 | 5,779 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $807,183 | 6,766 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||