Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$474,692
-$36,869 QoQ
Shares Held
2,808
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,212
of 2,096 holders
Holding Since
Jun 2020
22 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, 2026Beaton Management Co. Inc. holds $474,692 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
|
2,808 | $474,692 |
All Filings in PSX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,692 | 2,808 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $511,561 | 2,808 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $362,344 | 2,808 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $389,425 | 2,863 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $341,555 | 2,863 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $386,615 | 3,131 | Shares | Sole | 2025-04-25 | |
| 2024-06-30 | $442,003 | 3,131 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $511,417 | 3,131 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $418,725 | 3,145 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $377,871 | 3,145 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $298,634 | 3,131 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $317,420 | 3,131 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $325,874 | 3,131 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $252,734 | 3,131 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $256,710 | 3,131 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $276,966 | 3,206 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $226,872 | 3,131 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $219,263 | 3,131 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $268,702 | 3,131 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $255,301 | 3,131 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $218,982 | 3,131 | Shares | Sole | 2021-02-17 | |
| 2020-06-30 | $253,878 | 3,531 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||