Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$313,925
-$24,383 QoQ
Shares Held
1,857
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,452
of 2,093 holders
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)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Alan B Lancz & Associates, Inc. holds $1,195,986 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
3,450 | $882,061 | |
| 2 | PSX |
Phillips 66
This page
|
1,857 | $313,925 |
All Filings in PSX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,925 | 1,857 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $338,308 | 1,857 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $268,661 | 2,082 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $283,193 | 2,082 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $248,382 | 2,082 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $257,085 | 2,082 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $237,202 | 2,082 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $273,678 | 2,082 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $293,915 | 2,082 | Shares | Sole | 2024-07-24 | |
| 2023-12-31 | $265,747 | 1,996 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $239,819 | 1,996 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $202,354 | 1,996 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $207,743 | 1,996 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $161,117 | 1,996 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $163,652 | 1,996 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||