Azimuth Capital Investment Management LLC
Position in PSX — Phillips 66
CIK 1942364
BLOOMFIELD HILLS, MI
Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$230,922
-$17,935 QoQ
Shares Held
1,366
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,635
of 2,096 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Azimuth Capital Investment Management LLC holds $230,922 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
|
1,366 | $230,922 |
All Filings in PSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,922 | 1,366 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $248,857 | 1,366 | Shares | Sole | 2026-05-12 | |
| 2025-03-31 | $223,869 | 1,813 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $220,682 | 1,937 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $280,645 | 2,135 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $318,056 | 2,253 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $376,172 | 2,303 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $311,947 | 2,343 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $281,511 | 2,343 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $219,278 | 2,299 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $238,141 | 2,349 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $244,483 | 2,349 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||