Position in PSX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$647,461
-$50,288 QoQ
Shares Held
3,830
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,062
of 2,093 holders
Holding Since
Jun 2022
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, 2026MONTCHANIN ASSET MANAGEMENT, LLC holds $647,461 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
|
3,830 | $647,461 |
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,461 | 3,830 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $697,749 | 3,830 | Shares | Sole | 2026-05-21 | |
| 2024-12-31 | $436,351 | 3,830 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $503,453 | 3,830 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $540,681 | 3,830 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $625,592 | 3,830 | Shares | Sole | 2024-05-17 | |
| 2023-06-30 | $365,305 | 3,830 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $388,285 | 3,830 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $398,626 | 3,830 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $309,157 | 3,830 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $314,021 | 3,830 | Shares | Sole | 2022-08-16 | |
| No filing history on record for this holder in this stock. | ||||||