Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,345,022
-$987,008 QoQ
Shares Held
31,618
-9.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
#419
of 2,093 holders
Holding Since
Jun 2023
13 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, 2026Kenora Financial, LLC holds $5,345,022 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
|
31,618 | $5,345,022 |
All Filings in PSX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,345,022 | 31,618 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,332,030 | 34,757 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,485,043 | 34,757 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,727,647 | 34,757 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,158,917 | 34,861 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,419,472 | 35,791 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,090,770 | 35,906 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,719,843 | 35,906 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,068,850 | 35,906 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,864,886 | 35,906 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,780,524 | 35,906 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $4,348,829 | 36,195 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,452,279 | 36,195 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||