Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$501,233
-$38,930 QoQ
Shares Held
2,965
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,181
of 2,093 holders
Holding Since
Dec 2020
8 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, 2026WAYCROSS PARTNERS, LLC holds $501,233 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
|
2,965 | $501,233 |
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,233 | 2,965 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $540,163 | 2,965 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $382,603 | 2,965 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $403,299 | 2,965 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $353,724 | 2,965 | Shares | Sole | 2025-07-15 | |
| 2021-06-30 | $42,910 | 500 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $40,770 | 500 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $34,970 | 500 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||