Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$509,009
-$39,534 QoQ
Shares Held
3,011
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,169
of 2,091 holders
Holding Since
Dec 2023
11 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, 2026Lummis Asset Management, LP holds $509,009 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
|
3,011 | $509,009 |
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,009 | 3,011 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $548,543 | 3,011 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $388,539 | 3,011 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $409,556 | 3,011 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $359,212 | 3,011 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $18,522 | 150 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,089 | 150 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $19,717 | 150 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $21,175 | 150 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,501 | 150 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $400,884 | 3,011 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||