Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$854,547
-$66,190 QoQ
Shares Held
5,055
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#950
of 2,093 holders
Holding Since
Dec 2020
23 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, 2026Valley Brook Capital Group, Inc. holds $2,375,272 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
5,948 | $1,520,725 | |
| 2 | PSX |
Phillips 66
This page
|
5,055 | $854,547 |
All Filings in PSX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $854,547 | 5,055 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $920,737 | 5,054 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $648,813 | 5,028 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $717,641 | 5,276 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $685,975 | 5,750 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $734,582 | 5,949 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $768,229 | 6,743 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $972,335 | 7,397 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,072,327 | 7,596 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,212,636 | 7,424 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $883,916 | 6,639 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $772,204 | 6,427 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $596,220 | 6,251 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $633,625 | 6,250 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $645,191 | 6,199 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $486,903 | 6,032 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $469,884 | 5,731 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $458,298 | 5,305 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $366,212 | 5,054 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $346,788 | 4,952 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $464,543 | 5,413 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $437,135 | 5,361 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $360,890 | 5,160 | Shares | Sole | 2021-03-19 | |
| No filing history on record for this holder in this stock. | ||||||