Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$293,301
-$22,052 QoQ
Shares Held
1,735
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,494
of 2,093 holders
Holding Since
Sep 2023
11 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, 2026Per Stirling Capital Management, LLC. holds $293,301 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
|
1,735 | $293,301 |
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,301 | 1,735 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $315,353 | 1,731 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $222,852 | 1,727 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $234,226 | 1,722 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $204,838 | 1,717 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $211,274 | 1,711 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $223,596 | 1,701 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $239,565 | 1,697 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $301,525 | 1,846 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $224,873 | 1,689 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $202,332 | 1,684 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||