Next Capital Management LLC

Position in PSX — Phillips 66

CIK 1752762 NEW YORK, NY

Position in PSX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$293,808

-$22,820 QoQ

Shares Held

1,738

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,491

of 2,091 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Next Capital Management LLC holds $293,808 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	1,738	$293,808

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,808	1,738	0.0%	Shares	Sole	2026-08-03
2026-03-31	$316,628	1,738	0.0%	Shares	Sole	2026-05-07
2025-12-31	$224,271	1,738	0.0%	Shares	Sole	2026-02-11
2025-09-30	$236,402	1,738	-3.4%	Shares	Sole	2025-11-05
2025-06-30	$214,740	1,800	-5.5%	Shares	Sole	2025-08-05
2024-12-31	$216,922	1,904	0.0%	Shares	Sole	2025-02-11
2024-09-30	$250,280	1,904	-61.8%	Shares	Sole	2024-11-07
2024-06-30	$704,014	4,987	+154.6%	Shares	Sole	2024-08-20
2024-03-31	$319,983	1,959	+2.9%	Shares	Sole	2024-05-14
2023-12-31	$253,498	1,904	0.0%	Shares	Sole	2024-01-19
2023-09-30	$228,765	1,904	-51.2%	Shares	Sole	2023-10-18
2022-12-31	$406,328	3,904	0.0%	Shares	Sole	2023-01-12
2022-09-30	$315,130	3,904	0.0%	Shares	Sole	2022-10-14
2022-06-30	$320,088	3,904	0.0%	Shares	Sole	2022-07-20
2022-03-31	$337,266	3,904	+56.2%	Shares	Sole	2022-05-02
2021-06-30	$214,550	2,500	0.0%	Shares	Sole	2021-10-19
2021-03-31	$203,850	2,500	0.0%	Shares	Sole	2021-04-30
2020-03-31	$134,125	2,500	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.