Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,452
-$657 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,027
of 2,093 holders
Holding Since
Dec 2024
7 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, 2026Prudent Man Investment Management, Inc. holds $8,452 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
|
50 | $8,452 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,452 | 50 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,109 | 50 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,452 | 50 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,801 | 50 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,965 | 50 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,174 | 50 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,696 | 50 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||