Position in PSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$18,595
-$4,724 QoQ
Shares Held
110
-14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,975
of 2,091 holders
Holding Since
Mar 2025
6 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, 2026First Pacific Financial holds $18,595 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
|
110 | $18,595 |
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,595 | 110 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $23,319 | 128 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $16,388 | 127 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $17,138 | 126 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $14,912 | 125 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $21,609 | 175 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||