Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,824,717
-$566,689 QoQ
Shares Held
40,371
-0.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#372
of 2,091 holders
Holding Since
Dec 2025
3 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, 2026SHERMAN PORFOLIOS, LLC holds $6,824,717 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
|
40,371 | $6,824,717 |
All Filings in PSX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,824,717 | 40,371 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,391,406 | 40,572 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,063,271 | 39,238 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||