Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$389,153
-$39,516 QoQ
Shares Held
2,302
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,315
of 2,091 holders
Holding Since
Mar 2020
26 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, 2026Quilter Plc holds $389,153 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
|
2,302 | $389,153 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,153 | 2,302 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $428,669 | 2,353 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $313,566 | 2,430 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $330,527 | 2,430 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $289,898 | 2,430 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $300,056 | 2,430 | Shares | Defined | 2025-04-24 | |
| 2024-12-31 | $284,026 | 2,493 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $327,704 | 2,493 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $404,167 | 2,863 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $467,640 | 2,863 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $381,178 | 2,863 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $351,797 | 2,928 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $279,272 | 2,928 | Shares | Defined | 2023-07-19 | |
| 2023-03-31 | $296,840 | 2,928 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $304,745 | 2,928 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $236,348 | 2,928 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $240,066 | 2,928 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $252,948 | 2,928 | Shares | Defined | 2022-05-20 | |
| 2021-12-31 | $212,162 | 2,928 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $289,012 | 4,127 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $362,760 | 4,227 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $374,022 | 4,587 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $340,397 | 4,867 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $226,747 | 4,374 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $326,928 | 4,547 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $244,750 | 4,562 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||