Position in PSX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$386,617
-$30,028 QoQ
Shares Held
2,287
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,318
of 2,091 holders
Holding Since
Mar 2024
10 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, 2026Duncan Williams Asset Management, LLC holds $1,808,397 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
5,561 | $1,421,780 | |
| 2 | PSX |
Phillips 66
This page
|
2,287 | $386,617 |
All Filings in PSX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,617 | 2,287 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $416,645 | 2,287 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $295,114 | 2,287 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $311,077 | 2,287 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $272,839 | 2,287 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $282,398 | 2,287 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $264,545 | 2,322 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $305,226 | 2,322 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $282,340 | 2,000 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $326,680 | 2,000 | Shares | Sole | 2024-04-03 | |
| No filing history on record for this holder in this stock. | ||||||