Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$274,875
+$55,531 QoQ
Shares Held
1,626
+35.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,531
of 2,093 holders
Holding Since
Dec 2022
12 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, 2026Schear Investment Advisers, LLC holds $660,425 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
1,508 | $385,550 | |
| 2 | PSX |
Phillips 66
This page
|
1,626 | $274,875 |
All Filings in PSX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,875 | 1,626 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $219,344 | 1,204 | Shares | Sole | 2026-04-28 | |
| 2025-03-31 | $203,124 | 1,645 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $725,506 | 6,368 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $909,896 | 6,922 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $916,757 | 6,494 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,004,867 | 6,152 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $652,519 | 4,901 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $585,370 | 4,872 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $488,822 | 5,125 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $532,853 | 5,256 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $536,636 | 5,156 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||