Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$16,905
-$1,313 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,979
of 2,091 holders
Holding Since
Sep 2022
16 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, 2026BARRETT & COMPANY, INC. holds $16,905 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
|
100 | $16,905 |
All Filings in PSX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,905 | 100 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $18,218 | 100 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $12,904 | 100 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,602 | 100 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $11,930 | 100 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $12,348 | 100 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $11,393 | 100 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $13,145 | 100 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $14,117 | 100 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $16,170 | 99 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $13,180 | 99 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $11,894 | 99 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $9,442 | 99 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $10,036 | 99 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,303 | 99 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $7,991 | 99 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||