Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,270,948
-$217,070 QoQ
Shares Held
19,349
+1.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#526
of 2,093 holders
Holding Since
Jun 2020
25 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, 2026SWS Partners holds $6,827,829 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
13,912 | $3,556,881 | |
| 2 | PSX |
Phillips 66
This page
|
19,349 | $3,270,948 |
All Filings in PSX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,270,948 | 19,349 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,488,018 | 19,146 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,521,828 | 19,543 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,666,536 | 19,604 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,218,741 | 18,598 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,540,230 | 20,572 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $2,432,063 | 21,347 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,453,119 | 18,662 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,495,651 | 24,762 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,746,856 | 22,939 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,140,373 | 23,587 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,377,536 | 28,111 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,972,326 | 31,163 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $2,976,922 | 29,364 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,964,822 | 28,486 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,347,095 | 29,077 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,180,770 | 26,598 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,562,413 | 29,661 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,734,909 | 23,943 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,566,010 | 22,362 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,630,494 | 18,999 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,512,893 | 18,554 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,235,350 | 17,663 | Shares | Sole | 2021-03-31 | |
| 2020-09-30 | $825,344 | 15,921 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $951,596 | 13,235 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||