Position in PSX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,471,710
-$420,916 QoQ
Shares Held
26,452
-1.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.93%
of 13F equity value
Holder Rank
#449
of 2,093 holders
Holding Since
Dec 2022
15 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, 2026ELLERSON GROUP INC /ADV holds $4,471,710 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
|
26,452 | $4,471,710 |
All Filings in PSX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,471,710 | 26,452 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,892,626 | 26,856 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,703,577 | 28,701 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,033,945 | 29,657 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,510,044 | 29,422 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,673,159 | 29,747 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,351,934 | 29,421 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,746,193 | 28,499 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,952,477 | 27,998 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,798,929 | 29,380 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,050,251 | 30,421 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,502,612 | 29,152 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,761,727 | 28,955 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,945,595 | 29,055 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,177,250 | 30,527 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||