Position in PSX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$483,144
-$37,526 QoQ
Shares Held
2,858
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,199
of 2,093 holders
Holding Since
Sep 2023
11 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, 2026HARRELL INVESTMENT PARTNERS, LLC holds $8,234,291 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
30,317 | $7,751,147 | |
| 2 | PSX |
Phillips 66
This page
|
2,858 | $483,144 |
All Filings in PSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,144 | 2,858 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $520,670 | 2,858 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $342,988 | 2,658 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $361,541 | 2,658 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $317,099 | 2,658 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $201,025 | 1,628 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $214,000 | 1,628 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $229,824 | 1,628 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $265,917 | 1,628 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $230,199 | 1,729 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $207,739 | 1,729 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||