Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$558,541
-$120,443 QoQ
Shares Held
3,304
-11.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,130
of 2,091 holders
Holding Since
Mar 2020
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, 2026BERKSHIRE ASSET MANAGEMENT LLC/PA holds $558,541 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
|
3,304 | $558,541 |
All Filings in PSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,541 | 3,304 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $678,984 | 3,727 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $418,605 | 3,244 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $289,178 | 2,126 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $217,841 | 1,826 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $216,103 | 1,644 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $232,083 | 1,644 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $236,516 | 1,448 | Shares | Sole | 2024-05-14 | |
| 2020-06-30 | $206,353 | 2,870 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $203,709 | 3,797 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||