Position in PSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,219,718
-$217,402 QoQ
Shares Held
48,623
+5.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#325
of 2,093 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Derivatives in PSX
reported options exposure · as of Jun 30, 2025CallValue
$95,440
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Royal Fund Management, LLC holds $8,219,718 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
|
48,623 | $8,219,718 |
All Filings in PSX
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,219,718 | 48,623 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,437,120 | 46,312 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $6,955,385 | 53,901 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $6,078,325 | 44,687 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $95,440 | 800 | Call | Sole | 2025-08-13 | |
| 2025-06-30 | $5,907,378 | 49,517 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,801,831 | 46,986 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $135,828 | 1,100 | Call | Sole | 2025-05-14 | |
| 2024-12-31 | $5,739,907 | 50,381 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $157,740 | 1,200 | Call | Sole | 2024-10-08 | |
| 2024-09-30 | $14,133,504 | 107,520 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $6,432,269 | 45,564 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $8,795,695 | 53,849 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $7,451,978 | 55,971 | Shares | Sole | 2024-02-06 | |
| 2023-12-31 | $26,628 | 200 | Call | Sole | 2024-02-06 | |
| 2023-09-30 | $6,628,315 | 55,167 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $400,596 | 4,200 | Call | Sole | 2023-07-12 | |
| 2023-06-30 | $6,248,439 | 65,511 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $6,640,085 | 65,497 | Shares | Sole | 2023-04-10 | |
| 2023-03-31 | $446,072 | 4,400 | Call | Sole | 2023-04-10 | |
| 2022-12-31 | $6,664,138 | 64,029 | Shares | Sole | 2023-01-20 | |
| 2022-12-31 | $20,816 | 200 | Call | Sole | 2023-01-20 | |
| 2022-09-30 | $5,093,432 | 63,100 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,091,005 | 62,093 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,273,072 | 61,038 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,620,339 | 63,764 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,441,624 | 49,145 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $5,109,808 | 59,541 | Shares | Sole | 2021-07-26 | |
| 2020-03-31 | $133,105 | 2,481 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||