Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$314,263
-$13,843 QoQ
Shares Held
1,859
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,451
of 2,093 holders
Holding Since
Jun 2020
23 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, 2026X-Square Capital, LLC holds $2,050,876 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
6,668 | $1,736,613 | |
| 2 | PSX |
Phillips 66
This page
|
1,859 | $314,263 |
All Filings in PSX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,263 | 1,859 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $328,106 | 1,801 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $246,337 | 1,909 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $259,526 | 1,908 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $227,266 | 1,905 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $240,168 | 1,945 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $221,707 | 1,946 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $256,196 | 1,949 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $279,516 | 1,980 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $280 | 1,956 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $280,525 | 2,107 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,684 | 19,556 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $240,848 | 19,556 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $257,910 | 2,544 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $262,489 | 2,522 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $202,526 | 2,509 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $203,171 | 2,478 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $203,621 | 2,357 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $624,317 | 8,915 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $704,067 | 8,204 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $479,536 | 5,881 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $411,317 | 5,881 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $206,281 | 2,869 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||