Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$698,852
+$471,856 QoQ
Shares Held
4,134
+231.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,023
of 2,093 holders
Holding Since
Dec 2024
7 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, 20261248 Management, LLC holds $698,852 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
|
4,134 | $698,852 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,852 | 4,134 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $226,996 | 1,246 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $522,095 | 4,046 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $550,336 | 4,046 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $482,687 | 4,046 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $499,600 | 4,046 | Shares | Sole | 2025-06-09 | |
| 2024-12-31 | $399,894 | 3,510 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||