Position in PSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$46,657
-$13,644 QoQ
Shares Held
276
-16.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,884
of 2,093 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026STEPH & CO holds $46,657 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
|
276 | $46,657 |
All Filings in PSX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,657 | 276 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $60,301 | 331 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $50,454 | 391 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $53,183 | 391 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $32,926 | 276 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $34,080 | 276 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $31,444 | 276 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $36,280 | 276 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $38,962 | 276 | Shares | Sole | 2024-07-30 | |
| 2023-09-30 | $18,983 | 158 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||