Position in PSX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$344,185
-$250,699 QoQ
Shares Held
2,036
-44.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,387
of 2,093 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Spinnaker Investment Group, LLC holds $344,185 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
|
2,036 | $344,185 |
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,185 | 2,036 | Shares | Sole | 2026-07-10 | |
| 2024-03-31 | $594,884 | 3,642 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $484,895 | 3,642 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $436,865 | 3,636 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $346,801 | 3,636 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $368,009 | 3,630 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $377,810 | 3,630 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $293,013 | 3,630 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $297,623 | 3,630 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $313,595 | 3,630 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $263,029 | 3,630 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||