Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$31,105
-$2,416 QoQ
Shares Held
184
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,923
of 2,093 holders
Holding Since
Jun 2020
25 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, 2026HOEY INVESTMENTS, INC holds $80,849 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
191 | $49,744 | |
| 2 | PSX |
Phillips 66
This page
|
184 | $31,105 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,105 | 184 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $33,521 | 184 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $23,743 | 184 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $25,027 | 184 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,951 | 184 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $24,696 | 200 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $22,786 | 200 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $26,290 | 200 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $28,234 | 200 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $32,668 | 200 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $26,628 | 200 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $24,030 | 200 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $19,076 | 200 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $21,492 | 212 | Shares | Sole | 2024-04-22 | |
| 2022-12-31 | $20,816 | 200 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $16,144 | 200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,398 | 200 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $17,278 | 200 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $68,837 | 950 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,006 | 200 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $34,328 | 400 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $58,301 | 715 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $45,461 | 650 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $46,656 | 900 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $318,157 | 4,425 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||