Position in PSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,733
-$368 QoQ
Shares Held
28
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,049
of 2,093 holders
Holding Since
Jun 2023
13 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, 2026CGC Financial Services, LLC holds $4,733 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
|
28 | $4,733 |
All Filings in PSX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,733 | 28 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $5,101 | 28 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,613 | 28 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,808 | 28 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,340 | 28 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,457 | 28 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,190 | 28 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,680 | 28 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,952 | 28 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,573 | 28 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,727 | 28 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,364 | 28 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,670 | 28 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||