Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$220,610
-$17,134 QoQ
Shares Held
1,305
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,661
of 2,093 holders
Holding Since
Mar 2024
3 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, 2026WENDELL DAVID ASSOCIATES INC holds $19,735,645 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
76,329 | $19,515,035 | |
| 2 | PSX |
Phillips 66
This page
|
1,305 | $220,610 |
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,610 | 1,305 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $237,744 | 1,305 | Shares | Other | 2026-04-23 | |
| 2024-03-31 | $213,158 | 1,305 | Shares | Other | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||