Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$241,572
-$18,581 QoQ
Shares Held
1,429
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,600
of 2,091 holders
Holding Since
Jun 2020
3 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, 2026Jacobsen Capital Management holds $517,898 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
1,061 | $276,326 | |
| 2 | PSX |
Phillips 66
This page
|
1,429 | $241,572 |
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,572 | 1,429 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $260,153 | 1,428 | Shares | Sole | 2026-04-24 | |
| 2020-06-30 | $726,261 | 10,101 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||