Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$287,046
-$205,750 QoQ
Shares Held
1,698
-37.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,506
of 2,091 holders
Holding Since
Mar 2022
18 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, 2026Athena Investment Management holds $861,280 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
2,246 | $574,234 | |
| 2 | PSX |
Phillips 66
This page
|
1,698 | $287,046 |
All Filings in PSX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,046 | 1,698 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $492,796 | 2,705 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $407,895 | 3,161 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $437,168 | 3,214 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $387,605 | 3,249 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $401,186 | 3,249 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $370,158 | 3,249 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $427,081 | 3,249 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $458,661 | 3,249 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $553,232 | 3,387 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $463,060 | 3,478 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $417,761 | 3,477 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $331,636 | 3,477 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $355,742 | 3,509 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $365,216 | 3,509 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $276,304 | 3,423 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $288,850 | 3,523 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $304,351 | 3,523 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||