Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$241,234
-$18,736 QoQ
Shares Held
1,427
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,603
of 2,093 holders
Holding Since
Mar 2024
3 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, 2026REGATTA CAPITAL GROUP, LLC holds $479,007 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,427 | $241,234 | |
| 2 | MPC |
Marathon Petroleum Corp
|
930 | $237,773 |
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,234 | 1,427 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $259,970 | 1,427 | Shares | Sole | 2026-04-15 | |
| 2024-03-31 | $245,990 | 1,506 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||