Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,377,250
-$314,291 QoQ
Shares Held
8,147
-12.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#773
of 2,093 holders
Holding Since
Sep 2025
4 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, 2026VIRTUE ASSET MANAGEMENT LLC holds $1,377,250 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
|
8,147 | $1,377,250 |
All Filings in PSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,377,250 | 8,147 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,691,541 | 9,285 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,206,265 | 9,348 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,241,318 | 9,126 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||