Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$658,787
-$42,606 QoQ
Shares Held
3,897
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,048
of 2,093 holders
Holding Since
Sep 2020
24 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, 2026JOHN G ULLMAN & ASSOCIATES INC holds $658,787 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
|
3,897 | $658,787 |
All Filings in PSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,787 | 3,897 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $701,393 | 3,850 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $496,804 | 3,850 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $523,677 | 3,850 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $459,305 | 3,850 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $475,398 | 3,850 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $438,630 | 3,850 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $519,227 | 3,950 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $557,621 | 3,950 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $645,193 | 3,950 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $525,903 | 3,950 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $474,592 | 3,950 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $376,751 | 3,950 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $400,451 | 3,950 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $419,234 | 4,028 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $323,687 | 4,010 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $330,419 | 4,030 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $348,151 | 4,030 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $290,564 | 4,010 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $280,820 | 4,010 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $344,138 | 4,010 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $326,975 | 4,010 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $294,447 | 4,210 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $270,086 | 5,210 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||