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Aspire Private Capital, LLC

Position in PSX — Phillips 66

CIK 1767340 Cornelius, NC

Position in PSX

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$279,946
-$30,853 QoQ
Shares Held
1,656
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,521
of 2,093 holders
Holding Since
Sep 2020
22 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, 2026

Aspire Private Capital, LLC holds $279,946 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
1,656 $279,946

All Filings in PSX

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $279,946 1,656
2026-03-31 $310,799 1,706
2025-12-31 $213,690 1,656
2025-09-30 $225,249 1,656
2025-03-31 $204,482 1,656
2024-09-30 $219,390 1,669
2024-06-30 $235,612 1,669
2024-03-31 $272,614 1,669
2023-12-31 $222,210 1,669
2023-09-30 $200,530 1,669
2023-06-30 $159,189 1,669
2023-03-31 $169,203 1,669
2022-12-31 $173,709 1,669
2022-09-30 $134,721 1,669
2022-06-30 $136,841 1,669
2022-03-31 $144,184 1,669
2021-12-31 $120,935 1,669
2021-09-30 $116,880 1,669
2021-06-30 $143,233 1,669
2021-03-31 $79,012 969
2020-12-31 $116,729 1,669
2020-09-30 $81,336 1,569