Burk Holdings LLC

Position in PSX — Phillips 66

CIK 2079815 TULSA, OK

Position in PSX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$147,411

-$11,449 QoQ

Shares Held

872

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#1,767

of 2,093 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Burk Holdings LLC holds $172,562 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (85.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	872	$147,411
2	VLO	Valero Energy Corp/Tx	55	$14,324
3	MPC	Marathon Petroleum Corp	32	$8,181
4	DINO	HF Sinclair Corp	38	$2,646

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$147,411	872	0.0%	Shares	Sole	2026-08-13
2026-03-31	$158,860	872	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.