Position in PSX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,570,981
+$68,361 QoQ
Shares Held
9,293
+12.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#724
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, 2026JBR Co Financial Management Inc holds $1,780,895 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (88.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
9,293 | $1,570,981 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
806 | $209,914 |
All Filings in PSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,570,981 | 9,293 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,502,620 | 8,248 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,064,321 | 8,248 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,121,892 | 8,248 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $981,003 | 8,223 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,119,963 | 9,070 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,084,613 | 9,520 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,240,230 | 9,435 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,331,938 | 9,435 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,541,112 | 9,435 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,273,484 | 9,565 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||