Position in PSX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$355,512
-$28,887 QoQ
Shares Held
2,103
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,369
of 2,091 holders
Holding Since
Dec 2024
7 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, 2026Post Resch Tallon Group Inc. holds $725,722 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
1,448 | $370,210 | |
| 2 | PSX |
Phillips 66
This page
|
2,103 | $355,512 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,512 | 2,103 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $384,399 | 2,110 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $272,274 | 2,110 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $287,002 | 2,110 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $350,622 | 2,939 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $362,907 | 2,939 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $334,840 | 2,939 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||