S.A. Mason LLC

Position in PSX — Phillips 66

CIK 1800911 HOLLAND, MI

Position in PSX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$613,482

-$47,649 QoQ

Shares Held

3,629

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,087

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

S.A. Mason LLC holds $1,208,219 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (50.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	3,629	$613,482
2	MPC	Marathon Petroleum Corp	1,442	$368,676
3	VLO	Valero Energy Corp/Tx	868	$226,061

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$613,482	3,629	0.0%	Shares	Sole	2026-07-31
2026-03-31	$661,131	3,629	0.0%	Shares	Sole	2026-04-27
2025-12-31	$468,286	3,629	0.0%	Shares	Sole	2026-01-29
2025-09-30	$493,616	3,629	0.0%	Shares	Sole	2025-10-14
2025-06-30	$432,939	3,629	-25.0%	Shares	Sole	2025-07-14
2025-03-31	$597,519	4,839	+5.7%	Shares	Sole	2025-04-23
2024-12-31	$521,685	4,579	0.0%	Shares	Sole	2025-01-24
2024-09-30	$601,909	4,579	0.0%	Shares	Sole	2024-10-25
2024-06-30	$646,417	4,579	+1.1%	Shares	Sole	2024-07-10
2024-03-31	$739,766	4,529	0.0%	Shares	Sole	2024-04-15
2023-12-31	$602,991	4,529	-3.2%	Shares	Sole	2024-01-17
2023-09-30	$562,181	4,679	+0.8%	Shares	Sole	2023-10-13
2023-06-30	$442,944	4,644	0.0%	Shares	Sole	2023-07-20
2023-03-31	$470,808	4,644	0.0%	Shares	Sole	2023-05-10
2022-12-31	$483,347	4,644	0.0%	Shares	Sole	2023-01-10
2022-09-30	$374,863	4,644	-2.1%	Shares	Sole	2022-10-20
2022-06-30	$388,960	4,744	0.0%	Shares	Sole	2022-07-07
2022-03-31	$409,834	4,744	-15.9%	Shares	Sole	2022-05-12
2021-12-31	$408,964	5,644	0.0%	Shares	Sole	2022-01-04
2021-09-30	$395,249	5,644	+21.8%	Shares	Sole	2021-10-12
2021-06-30	$397,689	4,634	-0.1%	Shares	Sole	2021-07-07
2021-03-31	$378,264	4,639	+8.2%	Shares	Sole	2021-04-20
2020-12-31	$299,972	4,289	-2.8%	Shares	Sole	2021-02-02
2020-09-30	$228,821	4,414	+2.3%	Shares	Sole	2020-10-21
2020-06-30	$310,176	4,314	+4.9%	Shares	Sole	2020-07-27
2020-03-31	$220,716	4,114	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.