Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,213,440
-$103,357 QoQ
Shares Held
7,178
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#812
of 2,093 holders
Holding Since
Mar 2020
26 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, 2026RESOURCES MANAGEMENT CORP /CT/ /ADV holds $7,557,758 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
24,360 | $6,344,318 | |
| 2 | PSX |
Phillips 66
This page
|
7,178 | $1,213,440 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,213,440 | 7,178 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,316,797 | 7,228 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $938,507 | 7,273 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,092,648 | 8,033 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,225,568 | 10,273 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,288,637 | 10,436 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,273,395 | 11,177 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,466,719 | 11,158 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,490,190 | 10,556 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,704,779 | 10,437 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,396,239 | 10,487 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,304,228 | 10,855 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,033,442 | 10,835 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $42 | 3,350 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,074,626 | 10,325 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $839,891 | 10,405 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $844,906 | 10,305 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $891,112 | 10,315 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $724,237 | 9,995 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $737,415 | 10,530 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $840,177 | 9,790 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $815,807 | 10,005 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $703,246 | 10,055 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $531,360 | 10,250 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $816,424 | 11,355 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $552,863 | 10,305 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||