Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$340,635
-$52,873 QoQ
Shares Held
2,015
-6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,398
of 2,097 holders
Holding Since
Sep 2021
13 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, 2026CPC Advisors, LLC holds $340,635 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
2,015 | $340,635 |
All Filings in PSX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,635 | 2,015 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $393,508 | 2,160 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $282,081 | 2,186 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $298,019 | 2,191 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,256,109 | 10,529 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,434,961 | 11,621 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,520,054 | 13,342 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $739,537 | 5,626 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $410,240 | 2,906 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $620,528 | 3,799 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $271,206 | 2,037 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $244,745 | 2,037 | Shares | Sole | 2023-11-08 | |
| 2021-09-30 | $12,955 | 185 | Shares | Sole | 2021-11-17 | |
| No filing history on record for this holder in this stock. | ||||||