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Walker Asset Management, LLC

Position in PSX — Phillips 66

CIK 1923053 SPRINGFIELD, MO

Position in PSX

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$394,900
-$28,304 QoQ
Shares Held
2,336
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,304
of 2,091 holders
Holding Since
Dec 2023
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, 2026

Walker Asset Management, LLC holds $898,633 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (43.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PSX
Phillips 66
This page
2,336 $394,900

All Filings in PSX

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $394,900 2,336
2026-03-31 $423,204 2,323
2025-12-31 $315,889 2,448
2025-09-30 $359,228 2,641
2025-06-30 $317,576 2,662
2025-03-31 $330,802 2,679
2024-12-31 $302,939 2,659
2024-09-30 $334,145 2,542
2024-06-30 $336,831 2,386
2024-03-31 $392,179 2,401
2023-12-31 $325,261 2,443