Position in PSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$345,707
-$26,668 QoQ
Shares Held
2,045
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,385
of 2,091 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, 2026RICHARDS, MERRILL & PETERSON, INC. holds $345,707 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
|
2,045 | $345,707 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,707 | 2,045 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $372,375 | 2,044 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $277,823 | 2,153 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $322,231 | 2,369 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $281,428 | 2,359 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $288,078 | 2,333 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $249,848 | 2,193 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||