Position in PSX
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$2,684,682
-$217,627 QoQ
Shares Held
15,881
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#569
of 2,091 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026NEVILLE RODIE & SHAW INC holds $4,332,219 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (62.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
15,881 | $2,684,682 | |
| 2 | MPC |
Marathon Petroleum Corp
|
6,444 | $1,647,537 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,684,682 | 15,881 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $2,902,309 | 15,931 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $2,081,544 | 16,131 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $2,203,931 | 16,203 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $1,933,017 | 16,203 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $2,025,442 | 16,403 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $1,883,035 | 16,528 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $2,175,760 | 16,552 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $2,974,734 | 21,072 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $3,441,900 | 21,072 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $2,808,854 | 21,097 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $2,534,804 | 21,097 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,019,385 | 21,172 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $2,146,417 | 21,172 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $2,203,581 | 21,172 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $1,709,003 | 21,172 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $1,735,892 | 21,172 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,846,327 | 21,372 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $1,548,615 | 21,372 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $1,496,681 | 21,372 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,834,145 | 21,372 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $1,742,672 | 21,372 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $1,494,757 | 21,372 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $1,212,226 | 23,384 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $1,828,704 | 25,434 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,446,725 | 26,966 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||