Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$379,855
-$61,202 QoQ
Shares Held
2,247
-7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,334
of 2,093 holders
Holding Since
Dec 2022
15 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, 2026Stokes Family Office, LLC holds $1,204,408 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
3,166 | $824,553 | |
| 2 | PSX |
Phillips 66
This page
|
2,247 | $379,855 |
All Filings in PSX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,855 | 2,247 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $441,057 | 2,421 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $393,184 | 3,047 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $420,437 | 3,091 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $277,969 | 2,330 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $287,708 | 2,330 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $271,039 | 2,379 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $313,639 | 2,386 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $336,831 | 2,386 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $384,012 | 2,351 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $313,012 | 2,351 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $359,008 | 2,988 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $276,888 | 2,903 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $254,767 | 2,513 | Shares | Other | 2023-05-08 | |
| 2022-12-31 | $244,900 | 2,353 | Shares | Other | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||