Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$420,427
-$32,472 QoQ
Shares Held
2,487
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,269
of 2,093 holders
Holding Since
Dec 2023
11 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, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $1,620,534 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
4,608 | $1,200,107 | |
| 2 | PSX |
Phillips 66
This page
|
2,487 | $420,427 |
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,427 | 2,487 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $452,899 | 2,486 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $320,535 | 2,484 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $327,536 | 2,408 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $281,667 | 2,361 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $242,514 | 1,964 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $218,517 | 1,918 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $252,121 | 1,918 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $271,328 | 1,922 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $313,776 | 1,921 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $240,184 | 1,804 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||