Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$386,617
-$34,583 QoQ
Shares Held
2,287
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,322
of 2,097 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, 2026Disciplined Investors, L.L.C. holds $386,617 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
|
2,287 | $386,617 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,617 | 2,287 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $421,200 | 2,312 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $290,210 | 2,249 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $298,563 | 2,195 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $292,523 | 2,452 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $289,560 | 2,345 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $278,900 | 2,448 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||