Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$835,613
-$64,902 QoQ
Shares Held
4,943
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#959
of 2,096 holders
Holding Since
Dec 2021
19 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, 2026Autumn Glory Partners, LLC holds $1,112,460 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (75.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
4,943 | $835,613 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,063 | $276,847 |
All Filings in PSX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $835,613 | 4,943 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $900,515 | 4,943 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $637,844 | 4,943 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $637,933 | 4,690 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $559,517 | 4,690 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $554,548 | 4,491 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $534,331 | 4,690 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $754,523 | 5,740 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $810,315 | 5,740 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $774,231 | 4,740 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $631,083 | 4,740 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $545,601 | 4,541 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $480,810 | 5,041 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $511,056 | 5,041 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $390,300 | 3,750 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $302,700 | 3,750 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $327,960 | 4,000 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $345,560 | 4,000 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $289,840 | 4,000 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||