Position in PSX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$569,312
+$166,062 QoQ
Shares Held
3,125
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026CFO CAPITAL MANAGEMENT LLC holds $569,312 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
|
3,125 | $569,312 |
All Filings in PSX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $569,312 | 3,125 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $403,250 | 3,125 | Shares | Sole | 2026-03-02 | |
| No filing history on record for this holder in this stock. | ||||||