Catherine Avery Investment Management LLC
Position in PSX — Phillips 66
CIK 2103454
LONGBOAT KEY, FL
Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,250,862
-$395,078 QoQ
Shares Held
31,061
+0.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.31%
of 13F equity value
Holder Rank
#423
of 2,093 holders
Holding Since
Dec 2024
7 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, 2026Catherine Avery Investment Management LLC holds $7,135,362 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (73.6% of the industry book) .
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,250,862 | 31,061 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,645,940 | 30,991 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,995,792 | 23,216 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $3,109,825 | 22,863 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $2,645,000 | 22,171 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $2,206,464 | 17,869 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $2,392 | 21 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||