Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$365,486
-$77,940 QoQ
Shares Held
2,162
-11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,351
of 2,093 holders
Holding Since
Mar 2020
26 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, 2026ROMAN BUTLER FULLERTON & CO holds $2,624,542 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
8,674 | $2,259,056 | |
| 2 | PSX |
Phillips 66
This page
|
2,162 | $365,486 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,486 | 2,162 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $443,426 | 2,434 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $317,825 | 2,463 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $332,160 | 2,442 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $263,772 | 2,211 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $272,520 | 2,207 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $317,408 | 2,786 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $352,154 | 2,679 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $377,065 | 2,671 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $448,531 | 2,746 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $381,712 | 2,867 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $414,757 | 3,452 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $356,148 | 3,734 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $376,626 | 3,715 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $363,967 | 3,497 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $351,697 | 4,357 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $355,016 | 4,330 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $382,880 | 4,432 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $333,605 | 4,604 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $409,675 | 5,850 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $495,610 | 5,775 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $468,447 | 5,745 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $399,777 | 5,716 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $303,886 | 5,862 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $450,165 | 6,261 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $362,942 | 6,765 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||