Position in PSX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,065,353
-$81,287 QoQ
Shares Held
6,302
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#862
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, 2026Kuhn & Co Investment Counsel holds $1,065,353 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
|
6,302 | $1,065,353 |
All Filings in PSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,065,353 | 6,302 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,146,640 | 6,294 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $644,425 | 4,994 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $514,835 | 3,785 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $584,927 | 4,903 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $489,968 | 3,968 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $452,074 | 3,968 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $521,593 | 3,968 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $560,162 | 3,968 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $648,133 | 3,968 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $528,299 | 3,968 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||