Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$913,208
-$67,102 QoQ
Shares Held
5,402
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#918
of 2,093 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Davis Investment Partners, LLC holds $1,175,525 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (77.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
5,402 | $913,208 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,026 | $262,317 |
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,208 | 5,402 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $980,310 | 5,381 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $691,654 | 5,360 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $737,364 | 5,421 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $707,449 | 5,930 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $730,260 | 5,914 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||