Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,500,141
-$508,141 QoQ
Shares Held
38,451
-0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#381
of 2,097 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026SevenBridge Financial Group, LLC holds $6,890,801 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (94.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
38,451 | $6,500,141 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,500 | $390,660 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,500,141 | 38,451 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,008,282 | 38,469 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,967,523 | 38,496 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,015,057 | 36,870 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,022,676 | 33,719 | Shares | Sole | 2025-09-04 | |
| 2025-03-31 | $3,732,059 | 30,224 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,099,807 | 27,208 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,201,727 | 24,357 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,437,348 | 24,349 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,007,056 | 24,532 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,386,682 | 25,437 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $3,068,030 | 25,535 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,438,961 | 25,571 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,555,282 | 25,205 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,606,475 | 25,043 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,125,276 | 26,329 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,034,499 | 24,814 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $2,193,442 | 25,390 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $2,001,200 | 27,618 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,004,818 | 28,628 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,477,022 | 28,863 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,255,885 | 27,666 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,913,488 | 27,359 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,389,778 | 26,809 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,942,234 | 27,013 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,429,718 | 26,649 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||