Position in PSX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$231,368
+$49,293 QoQ
Shares Held
1,270
-10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Evelyn Partners Investment Management LLP holds $231,368 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
|
1,270 | $231,368 |
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $231,368 | 1,270 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $182,075 | 1,411 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $191,924 | 1,411 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $168,332 | 1,411 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $174,230 | 1,411 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $199,491 | 1,751 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||