Position in PSX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$944,143
-$1,370 QoQ
Shares Held
5,585
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#909
of 2,097 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 93%
Shared 7%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Atlas Legacy Advisors, LLC holds $944,143 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
|
5,585 | $944,143 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $944,143 | 5,585 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $945,513 | 5,190 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $710,235 | 5,504 | Shares | Other | 2026-01-29 | |
| 2025-09-30 | $706,895 | 5,197 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $555,222 | 4,654 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $334,260 | 2,707 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $530,572 | 4,657 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||