Morse Asset Management, Inc

Position in PSX — Phillips 66

CIK 1705711 DARIEN, CT

Position in PSX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$80,298

+$21,090 QoQ

Shares Held

475

+46.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,836

of 2,096 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Morse Asset Management, Inc holds $1,117,902 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	3,600	$937,584
2	PSX	Phillips 66 This page	475	$80,298
3	MPC	Marathon Petroleum Corp	255	$65,195
4	DINO	HF Sinclair Corp	500	$34,825

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,298	475	+46.2%	Shares	Sole	2026-08-13
2026-03-31	$59,208	325	-18.8%	Shares	Sole	2026-05-14
2025-12-31	$51,616	400	-79.4%	Shares	Sole	2026-02-03
2025-09-30	$264,558	1,945	+2014.1%	Shares	Sole	2025-11-14
2025-06-30	$10,975	92	0.0%	Shares	Sole	2025-08-15
2025-03-31	$11,360	92	-97.5%	Shares	Sole	2025-05-05
2024-09-30	$492,937	3,750	—	Shares	Sole	2024-11-20
No filing history on record for this holder in this stock.