Position in PSX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,003,142
-$77,914 QoQ
Shares Held
5,934
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#884
of 2,093 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Derivatives in PSX
reported options exposure · as of Dec 31, 2023CallValue
$26,628
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Whitener Capital Management, Inc. holds $1,284,752 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (78.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
5,934 | $1,003,142 | |
| 2 | SUN |
Sunoco LP
|
4,172 | $281,610 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,003,142 | 5,934 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,081,056 | 5,934 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $754,109 | 5,844 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $760,895 | 5,594 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $660,206 | 5,534 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $660,371 | 5,348 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $609,297 | 5,348 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $712,327 | 5,419 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $722,649 | 5,119 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $818,170 | 5,009 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $26,628 | 200 | Call | Sole | 2024-01-10 | |
| 2023-12-31 | $692,194 | 5,199 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $600,629 | 4,999 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $476,613 | 4,997 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $514,503 | 5,075 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $523,106 | 5,026 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $397,384 | 4,923 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $403,390 | 4,920 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $398,257 | 4,610 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $333,823 | 4,607 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $264,013 | 3,770 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $324,227 | 3,778 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $307,731 | 3,774 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $263,673 | 3,770 | Shares | Sole | 2021-02-08 | |
| 2020-06-30 | $248,630 | 3,458 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||