Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$73,536
-$5,712 QoQ
Shares Held
435
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#1,841
of 2,091 holders
Holding Since
Dec 2024
6 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, 2026Financially Speaking Inc holds $73,536 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
|
435 | $73,536 |
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,536 | 435 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $79,248 | 435 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $55,745 | 432 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $58,216 | 428 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $50,702 | 425 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $47,394 | 416 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||