Position in PSX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,607,834
-$49,457 QoQ
Shares Held
9,511
+4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#715
of 2,093 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, 2026Impact Capital Partners LLC holds $1,898,530 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (84.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
9,511 | $1,607,834 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,137 | $290,696 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,607,834 | 9,511 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $1,657,291 | 9,097 | Shares | Defined | 2026-04-10 | |
| 2025-12-31 | $1,186,780 | 9,197 | Shares | Defined | 2026-01-07 | |
| 2025-09-30 | $1,132,094 | 8,323 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $901,072 | 7,553 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $913,752 | 7,400 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $744,076 | 6,531 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||