Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$249,348
-$106,449 QoQ
Shares Held
1,475
-24.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,588
of 2,093 holders
Holding Since
Dec 2021
17 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, 2026SAXON INTERESTS, INC. holds $1,910,691 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
6,498 | $1,661,343 | |
| 2 | PSX |
Phillips 66
This page
|
1,475 | $249,348 |
All Filings in PSX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,348 | 1,475 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $355,797 | 1,953 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $334,342 | 2,591 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $349,299 | 2,568 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $294,790 | 2,471 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $305,119 | 2,471 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $321,282 | 2,820 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $323,235 | 2,459 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $342,760 | 2,428 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $399,039 | 2,443 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $496,612 | 3,730 | Shares | Sole | 2024-01-18 | |
| 2023-06-30 | $352,715 | 3,698 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $374,903 | 3,698 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $245,004 | 2,354 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $190,014 | 2,354 | Shares | Sole | 2022-10-19 | |
| 2022-03-31 | $204,139 | 2,363 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $171,222 | 2,363 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||