Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$314,940
+$45,132 QoQ
Shares Held
1,863
+25.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,452
of 2,097 holders
Holding Since
Sep 2025
4 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, 2026RD Lewis Holdings, Inc. holds $1,011,096 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
2,673 | $696,156 | |
| 2 | PSX |
Phillips 66
This page
|
1,863 | $314,940 |
All Filings in PSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,940 | 1,863 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $269,808 | 1,481 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $191,366 | 1,483 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $203,757 | 1,498 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||