Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,588,393
-$123,370 QoQ
Shares Held
9,396
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#723
of 2,097 holders
Holding Since
Jun 2023
7 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, 2026Cercano Management LLC holds $1,588,393 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
|
9,396 | $1,588,393 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,588,393 | 9,396 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,711,763 | 9,396 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,357,758 | 10,522 | Shares | Other | 2026-02-10 | |
| 2025-03-31 | $2,011,489 | 16,290 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,438,598 | 38,959 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 | $2,222,775 | 18,500 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,764,530 | 18,500 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||