Position in PSX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,224,260
-$288,380 QoQ
Shares Held
7,242
-12.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#811
of 2,093 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Purkiss Capital Advisors LLC holds $2,548,336 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
5,084 | $1,324,076 | |
| 2 | PSX |
Phillips 66
This page
|
7,242 | $1,224,260 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,224,260 | 7,242 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,512,640 | 8,303 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $649,329 | 5,032 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $689,893 | 5,072 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $506,786 | 4,248 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $278,817 | 2,258 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $232,417 | 2,040 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||