Position in PSX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$216,045
+$213,677 QoQ
Shares Held
1,278
+9730.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,676
of 2,093 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 1%
None 99%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Caitlin John, LLC holds $376,371 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (57.4% of the industry book) .
All Filings in PSX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,045 | 1,278 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $2,368 | 13 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,677 | 13 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,768 | 13 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $1,595 | 14 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,840 | 14 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $42,209 | 299 | Shares | Sole | 2025-01-27 | |
| 2024-03-31 | $392,996 | 2,406 | Shares | Sole | 2025-01-27 | |
| 2023-12-31 | $294,905 | 2,215 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||