Position in PSX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$381,038
-$80,241 QoQ
Shares Held
2,254
-11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,328
of 2,093 holders
Holding Since
Mar 2023
14 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, 2026Ruggaard & Associates LLC holds $1,345,447 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
3,703 | $964,409 | |
| 2 | PSX |
Phillips 66
This page
|
2,254 | $381,038 |
All Filings in PSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,038 | 2,254 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $461,279 | 2,532 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $326,729 | 2,532 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $344,402 | 2,532 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $302,067 | 2,532 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $329,938 | 2,672 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $304,420 | 2,672 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $351,234 | 2,672 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $377,206 | 2,672 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $444,611 | 2,722 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $353,220 | 2,653 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $414,157 | 3,447 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $328,774 | 3,447 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $342,258 | 3,376 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||