Position in PSX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,873
-$224 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,059
of 2,093 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Nalls Sherbakoff Group, LLC holds $51,628 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DINO |
HF Sinclair Corp
|
700 | $48,755 | |
| 2 | PSX |
Phillips 66
This page
|
17 | $2,873 |
All Filings in PSX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,873 | 17 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,097 | 17 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $2,193 | 17 | Shares | Sole | 2026-03-12 | |
| 2025-09-30 | $2,312 | 17 | Shares | Sole | 2026-03-12 | |
| 2025-06-30 | $2,028 | 17 | Shares | Sole | 2026-03-12 | |
| 2025-03-31 | $2,099 | 17 | Shares | Sole | 2026-03-12 | |
| No filing history on record for this holder in this stock. | ||||||