Position in PSX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$282,820
-$21,967 QoQ
Shares Held
1,673
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,515
of 2,091 holders
Holding Since
Sep 2023
12 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, 2026Great Diamond Partners, LLC holds $2,820,547 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
9,744 | $2,537,727 | |
| 2 | PSX |
Phillips 66
This page
|
1,673 | $282,820 |
All Filings in PSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,820 | 1,673 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $304,787 | 1,673 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $227,626 | 1,764 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $239,939 | 1,764 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $210,445 | 1,764 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $217,818 | 1,764 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $200,972 | 1,764 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $702,205 | 5,342 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $803,821 | 5,694 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $920,584 | 5,636 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $234,858 | 1,764 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $211,944 | 1,764 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||