Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$868,747
-$78,589 QoQ
Shares Held
5,139
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#941
of 2,093 holders
Holding Since
Dec 2024
7 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, 2026COMPASS CAPITAL CORP /MA/ /ADV holds $868,747 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
|
5,139 | $868,747 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $868,747 | 5,139 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $947,336 | 5,200 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $294,211 | 2,280 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $326,039 | 2,397 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $285,007 | 2,389 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $325,369 | 2,635 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $310,687 | 2,727 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||