Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$579,334
-$98,739 QoQ
Shares Held
3,427
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,111
of 2,093 holders
Holding Since
Dec 2022
15 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, 2026Clifford Group, LLC holds $579,334 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
|
3,427 | $579,334 |
All Filings in PSX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $579,334 | 3,427 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $678,073 | 3,722 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $427,767 | 3,315 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $442,201 | 3,251 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $361,717 | 3,032 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $419,214 | 3,395 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $459,707 | 4,035 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $566,418 | 4,309 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $574,279 | 4,068 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $670,020 | 4,102 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $593,005 | 4,454 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $535,628 | 4,458 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $493,400 | 5,173 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $386,866 | 3,816 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $358,035 | 3,440 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||