Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,103,580
+$309,738 QoQ
Shares Held
47,936
+12.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
12.92%
of 13F equity value
Holder Rank
#331
of 2,096 holders
Holding Since
Mar 2020
26 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, 2026Disciplined Investments, LLC holds $8,103,580 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
|
47,936 | $8,103,580 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,103,580 | 47,936 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $7,793,842 | 42,781 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,870,158 | 45,491 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $6,161,978 | 45,302 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $5,439,364 | 45,594 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $6,389,843 | 51,748 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $5,864,432 | 51,474 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $6,805,297 | 51,771 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $7,295,383 | 51,678 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $8,441,411 | 51,680 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $6,880,675 | 51,680 | Shares | Defined | 2024-01-12 | |
| 2023-09-30 | $6,233,141 | 51,878 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,375,557 | 45,875 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $4,651,213 | 45,879 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $255,932 | 2,459 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,703,514 | 45,881 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,765,144 | 45,922 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,618,805 | 65,040 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $4,699,538 | 64,857 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,541,935 | 64,857 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,578,461 | 30,045 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,297,552 | 28,177 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $30,214 | 432 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $28,615 | 552 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $265,095 | 3,687 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $198,612 | 3,702 | Shares | Sole | 2020-05-19 | |
| No filing history on record for this holder in this stock. | ||||||