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HUB Investment Partners, LLC

Position in PSX — Phillips 66

CIK 1841815 AUSTIN, TX

Position in PSX

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$15,084,868
+$3,313,324 QoQ
Shares Held
82,802
-9.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2022
15 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Derivatives in PSX

reported options exposure · as of Sep 30, 2025
CallValue
$40,806
CallShares
300
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 Mar 31, 2026

HUB Investment Partners, LLC holds $28,465,108 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (53.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PSX
Phillips 66
This page
82,802 $15,084,868

All Filings in PSX

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17 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $15,084,868 82,802
2025-12-31 $11,771,544 91,224
2025-09-30 $40,806 300
2025-09-30 $12,535,467 92,159
2025-06-30 $12,355,901 103,570
2025-03-31 $12,740,419 103,178
2024-12-31 $11,781,159 103,407
2024-09-30 $14,550,200 110,690
2024-06-30 $15,497,219 109,777
2024-03-31 $81,670 500
2024-03-31 $18,150,177 111,119
2023-12-31 $14,373,528 107,958
2023-09-30 $1,178,791 9,811
2023-06-30 $1,096,774 11,499
2023-03-31 $1,108,793 10,937
2022-09-30 $772,813 9,574
2022-06-30 $2,072,871 25,282