LEE DANNER & BASS INC

Position in PSX — Phillips 66

CIK 939219 NASHVILLE, TN

Position in PSX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,448,251

-$113,578 QoQ

Shares Held

8,567

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#752

of 2,097 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

LEE DANNER & BASS INC holds $3,268,205 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (44.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	8,567	$1,448,251
2	VLO	Valero Energy Corp/Tx	4,040	$1,052,177
3	MPC	Marathon Petroleum Corp	3,003	$767,777

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,448,251	8,567	-0.1%	Shares	Sole	2026-07-21
2026-03-31	$1,561,829	8,573	-5.0%	Shares	Sole	2026-04-28
2025-12-31	$1,164,327	9,023	-0.2%	Shares	Sole	2026-01-29
2025-09-30	$1,229,348	9,038	0.0%	Shares	Sole	2025-10-29
2025-06-30	$1,078,233	9,038	0.0%	Shares	Sole	2025-07-31
2025-03-31	$1,116,012	9,038	0.0%	Shares	Sole	2025-04-29
2024-12-31	$1,029,699	9,038	-0.6%	Shares	Sole	2025-02-11
2024-09-30	$1,195,669	9,096	-3.5%	Shares	Sole	2024-10-30
2024-06-30	$1,330,668	9,426	-3.6%	Shares	Sole	2024-07-30
2023-12-31	$1,301,576	9,776	-5.5%	Shares	Sole	2024-02-01
2023-09-30	$1,243,071	10,346	-2.5%	Shares	Sole	2023-10-27
2023-06-30	$1,012,554	10,616	-1.3%	Shares	Sole	2023-07-31
2023-03-31	$1,089,936	10,751	0.0%	Shares	Sole	2023-05-02
2022-12-31	$1,118,964	10,751	-1.1%	Shares	Sole	2023-02-01
2022-09-30	$877,507	10,871	+16.0%	Shares	Sole	2022-10-31
2022-06-30	$768,328	9,371	-31.9%	Shares	Sole	2022-07-25
2022-03-31	$1,188,208	13,754	+1.0%	Shares	Sole	2022-04-27
2021-12-31	$986,687	13,617	-13.8%	Shares	Sole	2022-01-27
2021-09-30	$1,106,894	15,806	-3.5%	Shares	Sole	2021-11-01
2021-06-30	$1,405,130	16,373	-1.8%	Shares	Sole	2021-07-27
2021-03-31	$1,359,516	16,673	-4.0%	Shares	Sole	2021-04-29
2020-12-31	$1,214,368	17,363	-5.3%	Shares	Sole	2021-02-09
2020-09-30	$950,382	18,333	-6.5%	Shares	Sole	2020-11-12
2020-06-30	$1,410,174	19,613	-7.6%	Shares	Sole	2020-08-10
2020-03-31	$1,139,311	21,236	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.