Intrinsic Value Partners, LLC

Position in PSX — Phillips 66

CIK 1910364 PHOENIX, AZ

Position in PSX

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$330,830

-$25,696 QoQ

Shares Held

1,957

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,415

of 2,093 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Intrinsic Value Partners, LLC holds $330,830 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	1,957	$330,830

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$330,830	1,957	0.0%	Shares	Sole	2026-07-14
2026-03-31	$356,526	1,957	-1.0%	Shares	Sole	2026-04-28
2025-12-31	$255,112	1,977	-29.3%	Shares	Sole	2026-01-21
2025-09-30	$380,447	2,797	-0.5%	Shares	Sole	2025-11-14
2025-06-30	$335,471	2,812	-2.6%	Shares	Sole	2025-07-21
2025-03-31	$356,363	2,886	-2.1%	Shares	Sole	2025-05-08
2024-12-31	$335,979	2,949	-4.5%	Shares	Sole	2025-01-30
2024-09-30	$406,049	3,089	-2.5%	Shares	Sole	2024-11-04
2024-06-30	$447,085	3,167	-1.9%	Shares	Sole	2024-07-25
2024-03-31	$527,098	3,227	-3.2%	Shares	Sole	2024-04-22
2023-12-31	$443,888	3,334	0.0%	Shares	Sole	2024-02-07
2023-09-30	$400,580	3,334	0.0%	Shares	Sole	2023-10-17
2023-06-30	$317,996	3,334	-0.7%	Shares	Sole	2023-08-02
2023-03-31	$340,535	3,359	-25.1%	Shares	Sole	2023-04-18
2022-12-31	$466,694	4,484	-7.1%	Shares	Sole	2023-01-12
2022-09-30	$389,796	4,829	0.0%	Shares	Sole	2022-10-14
2022-06-30	$395,929	4,829	-1.6%	Shares	Sole	2022-07-18
2022-03-31	$423,915	4,907	-1.7%	Shares	Sole	2022-04-28
2021-12-31	$361,647	4,991	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.