Bruce G. Allen Investments, LLC

Position in PSX — Phillips 66

CIK 2005409 DENVER, CO

Position in PSX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$35,500

-$2,757 QoQ

Shares Held

210

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,909

of 2,091 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $125,757 across 6 Oil & Gas Refining & Marketing names. PSX ranks #3 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	169	$43,208
2	VLO	Valero Energy Corp/Tx	156	$40,628
3	PSX	Phillips 66 This page	210	$35,500
4	DINO	HF Sinclair Corp	57	$3,970
5	PBF	PBF Energy Inc.	43	$1,957
6	WKC	World Kinect Corp	15	$494

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,500	210	0.0%	Shares	Sole	2026-07-31
2026-03-31	$38,257	210	-1.4%	Shares	Sole	2026-05-08
2025-12-31	$27,485	213	0.0%	Shares	Sole	2026-02-10
2025-09-30	$28,972	213	0.0%	Shares	Sole	2025-10-30
2025-06-30	$25,410	213	-11.2%	Shares	Sole	2025-07-09
2025-03-31	$29,635	240	+9.6%	Shares	Sole	2025-04-14
2024-12-31	$24,950	219	+10.1%	Shares	Sole	2025-01-10
2024-09-30	$26,158	199	-8.3%	Shares	Sole	2024-10-08
2024-06-30	$30,633	217	-21.7%	Shares	Sole	2024-07-12
2024-03-31	$45,245	277	+3.4%	Shares	Sole	2024-04-10
2023-12-31	$35,681	268	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.