Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$351,116
-$24,356 QoQ
Shares Held
2,077
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,377
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, 2026OPTIMA CAPITAL LLC holds $351,116 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
|
2,077 | $351,116 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,116 | 2,077 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $375,472 | 2,061 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $250,853 | 1,944 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $262,110 | 1,927 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $245,399 | 2,057 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $235,846 | 1,910 | Shares | Sole | 2025-06-13 | |
| 2024-12-31 | $215,555 | 1,892 | Shares | Sole | 2025-06-13 | |
| No filing history on record for this holder in this stock. | ||||||