Truvestments Capital LLC

Position in PSX — Phillips 66

CIK 1750405 SARASOTA, FL

Position in PSX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$57,477

+$26,325 QoQ

Shares Held

340

+98.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,868

of 2,097 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Truvestments Capital LLC holds $400,914 across 4 Oil & Gas Refining & Marketing names. PSX ranks #4 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	786	$204,705
2	PARR	Par Pacific Holdings, Inc.	1,366	$76,605
3	MPC	Marathon Petroleum Corp	243	$62,127
4	PSX	Phillips 66 This page	340	$57,477

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,477	340	+98.8%	Shares	Sole	2026-08-12
2026-03-31	$31,152	171	0.0%	Shares	Sole	2026-05-13
2025-12-31	$22,065	171	0.0%	Shares	Sole	2026-02-13
2025-09-30	$23,259	171	+44.9%	Shares	Sole	2025-11-14
2025-06-30	$14,077	118	-60.0%	Shares	Sole	2025-08-13
2025-03-31	$36,426	295	-9.2%	Shares	Sole	2025-05-14
2024-12-31	$37,027	325	+175.4%	Shares	Sole	2025-02-10
2024-09-30	$15,511	118	0.0%	Shares	Sole	2024-11-13
2024-03-31	$19,274	118	0.0%	Shares	Sole	2024-05-14
2023-12-31	$15,710	118	0.0%	Shares	Sole	2024-02-14
2023-09-30	$14,177	118	0.0%	Shares	Sole	2023-11-13
2023-06-30	$11,254	118	0.0%	Shares	Sole	2023-08-10
2023-03-31	$11,962	118	-19.2%	Shares	Sole	2023-05-12
2022-12-31	$15,195	146	+23.7%	Shares	Sole	2023-02-14
2022-09-30	$9,524	118	0.0%	Shares	Sole	2022-11-15
2022-06-30	$9,674	118	0.0%	Shares	Sole	2022-08-09
2021-12-31	$8,550	118	0.0%	Shares	Sole	2022-02-14
2021-09-30	$8,263	118	-9.2%	Shares	Sole	2021-10-29
2021-06-30	$11,156	130	-44.9%	Shares	Sole	2021-08-12
2021-03-31	$19,242	236	+100.0%	Shares	Other	2021-05-18
2020-12-31	$8,252	118	0.0%	Shares	Sole	2021-02-17
2020-09-30	$6,117	118	0.0%	Shares	Other	2020-11-13
2020-06-30	$8,484	118	0.0%	Shares	Sole	2020-08-06
2020-03-31	$6,330	118	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.