Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$335,564
+$95,217 QoQ
Shares Held
1,985
+12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,405
of 2,093 holders
Holding Since
Sep 2023
8 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, 2026NovaPoint Capital, LLC holds $335,564 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
|
1,985 | $335,564 |
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,564 | 1,985 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $240,347 | 1,767 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $218,189 | 1,767 | Shares | Sole | 2025-04-28 | |
| 2024-09-30 | $226,225 | 1,721 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $243,659 | 1,726 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $282,741 | 1,731 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $229,799 | 1,726 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $206,778 | 1,721 | Shares | Sole | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||