Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,678,020
-$119,522 QoQ
Shares Held
21,757
+4.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#497
of 2,093 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026DCM Advisors, LLC holds $12,417,331 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
34,182 | $8,739,311 | |
| 2 | PSX |
Phillips 66
This page
|
21,757 | $3,678,020 |
All Filings in PSX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,678,020 | 21,757 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,797,542 | 20,845 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,701,452 | 20,935 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,847,578 | 20,935 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,607,182 | 21,854 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,438,112 | 19,745 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $2,361,085 | 20,724 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,595,480 | 19,745 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,787,401 | 19,745 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,613,897 | 22,125 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,158,480 | 23,723 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,860,531 | 23,808 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,288,547 | 23,994 | Shares | Sole | 2023-09-12 | |
| 2023-03-31 | $2,433,931 | 24,008 | Shares | Sole | 2023-09-12 | |
| 2022-12-31 | $2,504,789 | 24,066 | Shares | Sole | 2023-09-11 | |
| 2022-09-30 | $986,882 | 12,226 | Shares | Sole | 2023-09-11 | |
| 2022-06-30 | $977,320 | 11,920 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,098,362 | 12,714 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $845,100 | 11,663 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $628,309 | 8,972 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||