Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$237,177
-$65,059 QoQ
Shares Held
1,403
-15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,616
of 2,096 holders
Holding Since
Dec 2023
9 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, 2026Biltmore Family Office, LLC holds $237,177 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
|
1,403 | $237,177 |
All Filings in PSX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,177 | 1,403 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $302,236 | 1,659 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $214,077 | 1,659 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $225,657 | 1,659 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $204,853 | 1,659 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $218,075 | 1,659 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $231,377 | 1,639 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $267,714 | 1,639 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $218,216 | 1,639 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||