Position in PSX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$42,262
+$6,234 QoQ
Shares Held
250
-17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,896
of 2,093 holders
Holding Since
Jun 2021
18 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, 2026Hoese & Co LLP holds $42,262 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
|
250 | $42,262 |
All Filings in PSX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,262 | 250 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $36,028 | 302 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $37,290 | 302 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $34,406 | 302 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $52,842 | 402 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $42,633 | 302 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $49,328 | 302 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $40,208 | 302 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $36,285 | 302 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $28,804 | 302 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $30,616 | 302 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $31,432 | 302 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $24,377 | 302 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $24,760 | 302 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $26,089 | 302 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $21,882 | 302 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $21,149 | 302 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $25,917 | 302 | Shares | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||