Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,610,539
-$180,108 QoQ
Shares Held
9,527
-3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#713
of 2,091 holders
Holding Since
Sep 2023
8 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, 2026Donoghue Forlines LLC holds $4,539,494 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
11,456 | $2,928,955 | |
| 2 | PSX |
Phillips 66
This page
|
9,527 | $1,610,539 |
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,610,539 | 9,527 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,790,647 | 9,829 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,333,886 | 10,337 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,539,202 | 11,316 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,452,954 | 12,179 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,449,161 | 11,736 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,438,366 | 12,625 | Shares | Sole | 2025-01-17 | |
| 2023-09-30 | $1,396,863 | 11,626 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||