Position in PSX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$158,061
-$12,459 QoQ
Shares Held
935
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,762
of 2,093 holders
Holding Since
Jun 2025
5 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, 2026BIRCHBROOK, INC. holds $347,891 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PARR |
Par Pacific Holdings, Inc.
|
3,385 | $189,830 | |
| 2 | PSX |
Phillips 66
This page
|
935 | $158,061 |
All Filings in PSX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,061 | 935 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $170,520 | 936 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $120,781 | 936 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $127,314 | 936 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $111,664 | 936 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||