Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$202,521
-$15,730 QoQ
Shares Held
1,198
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,723
of 2,093 holders
Holding Since
Mar 2024
3 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, 2026CHARTER RESEARCH & INVESTMENT GROUP, INC. holds $202,521 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
|
1,198 | $202,521 |
All Filings in PSX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,521 | 1,198 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $218,251 | 1,198 | Shares | Sole | 2026-05-12 | |
| 2024-03-31 | $207,931 | 1,273 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||