Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$439,868
-$34,164 QoQ
Shares Held
2,602
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,242
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, 2026SEAMOUNT FINANCIAL GROUP INC holds $439,868 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
|
2,602 | $439,868 |
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,868 | 2,602 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $474,032 | 2,602 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $335,762 | 2,602 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $353,924 | 2,602 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $310,418 | 2,602 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $321,294 | 2,602 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $267,963 | 2,352 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $309,170 | 2,352 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $332,031 | 2,352 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $326,680 | 2,000 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $399,420 | 3,000 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||