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AlphaCore Capital LLC

Position in PSX — Phillips 66

CIK 1713662 LA JOLLA, CA

Position in PSX

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$3,011,794
+$1,212,038 QoQ
Shares Held
17,816
+80.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#540
of 2,096 holders
Holding Since
Mar 2024
9 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, 2026

AlphaCore Capital LLC holds $21,657,246 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (13.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PSX
Phillips 66
This page
17,816 $3,011,794

All Filings in PSX

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,011,794 17,816
2026-03-31 $1,799,756 9,879
2025-12-31 $1,148,714 8,902
2025-09-30 $811,631 5,967
2025-06-30 $570,492 4,782
2025-03-31 $236,587 1,916
2024-09-30 $653,832 4,974
2024-06-30 $638,511 4,523
2024-03-31 $316,879 1,940