Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$122,561
New position
Shares Held
725
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,787
of 2,096 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Guardian Partners Inc. holds $200,693 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
725 | $122,561 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
300 | $78,132 |
All Filings in PSX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,561 | 725 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||