Position in PSX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,583,490
-$48,660 QoQ
Shares Held
9,367
+4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#725
of 2,097 holders
Holding Since
Dec 2023
11 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, 2026Lebenthal Global Advisors, LLC holds $1,583,490 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
|
9,367 | $1,583,490 |
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,583,490 | 9,367 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $1,632,150 | 8,959 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,065,482 | 8,257 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,053,882 | 7,748 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $867,906 | 7,275 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $999,446 | 8,094 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $908,363 | 7,973 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $501,218 | 3,813 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $475,319 | 3,367 | Shares | Defined | 2024-07-24 | |
| 2024-03-31 | $465,028 | 2,847 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $383,442 | 2,880 | Shares | Defined | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||