Position in PSX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$263,887
-$127,435 QoQ
Shares Held
1,561
-27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,561
of 2,093 holders
Holding Since
Mar 2025
6 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, 2026Brookwood Investment Group LLC holds $1,524,677 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
4,841 | $1,260,790 | |
| 2 | PSX |
Phillips 66
This page
|
1,561 | $263,887 |
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,887 | 1,561 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $391,322 | 2,148 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $212,657 | 1,648 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $334,609 | 2,460 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $301,232 | 2,525 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $359,203 | 2,909 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||