Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$646,278
+$41,623 QoQ
Shares Held
3,823
+15.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,066
of 2,097 holders
Holding Since
Sep 2022
9 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, 2026Nicholas Hoffman & Company, LLC. holds $646,278 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
|
3,823 | $646,278 |
All Filings in PSX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,278 | 3,823 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $604,655 | 3,319 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $428,283 | 3,319 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $451,450 | 3,319 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $395,956 | 3,319 | Shares | Sole | 2025-08-06 | |
| 2024-03-31 | $215,608 | 1,320 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $227,669 | 1,710 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $222,277 | 1,850 | Shares | Sole | 2023-11-06 | |
| 2022-09-30 | $528,393 | 6,546 | Shares | Sole | 2022-11-04 | |
| No filing history on record for this holder in this stock. | ||||||