Position in PSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,381,069
-$274,204 QoQ
Shares Held
14,085
-3.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#604
of 2,093 holders
Holding Since
Mar 2020
26 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, 2026Exeter Financial, LLC holds $2,381,069 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
|
14,085 | $2,381,069 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,381,069 | 14,085 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,655,273 | 14,575 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,900,114 | 14,725 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,002,894 | 14,725 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,756,692 | 14,725 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,597,831 | 12,940 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $1,450,328 | 12,730 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,453,179 | 11,055 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,560,634 | 11,055 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,808,990 | 11,075 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,551,081 | 11,650 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,504,878 | 12,525 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,194,634 | 12,525 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,269,784 | 12,525 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,303,602 | 12,525 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,011,018 | 12,525 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $969,531 | 11,825 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,006,443 | 11,650 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $833,290 | 11,500 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $826,354 | 11,800 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,012,676 | 11,800 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $962,172 | 11,800 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $800,813 | 11,450 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $593,568 | 11,450 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $539,250 | 7,500 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $464,877 | 8,665 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||