Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$777,122
+$179,151 QoQ
Shares Held
4,597
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#979
of 2,091 holders
Holding Since
Dec 2025
2 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, 2026Veratis Advisors, Inc. holds $777,122 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
|
4,597 | $777,122 |
All Filings in PSX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $777,122 | 4,597 | Shares | Other | 2026-08-13 | |
| 2025-12-31 | $597,971 | 4,634 | Shares | Other | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||