Question 1

Does Allen Investment Management own PSX stock?

Accepted Answer

Yes. As of its Q3 2026 13F, Allen Investment Management holds 3,318 shares of PSX (Phillips 66), worth $847,119.

Question 2

How many shares of PSX does Allen Investment Management own?

Accepted Answer

As of its Q3 2026 13F, Allen Investment Management holds 3,318 shares of PSX (Phillips 66).

Question 3

What is Allen Investment Management's PSX position worth?

Accepted Answer

As of its Q3 2026 13F, Allen Investment Management's PSX position is worth $847,119.

Question 4

When did Allen Investment Management first buy PSX?

Accepted Answer

Allen Investment Management already held PSX in its Q1 2019 13F, the earliest on record, and has listed it in 29 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price
2026-Q3 Latest	Unchanged	3,318	0.0%	$847,119	0.0%	$255.31
2026-Q2	Unchanged	3,318	0.0%	$560,908	0.0%	$168.16
2026-Q1	Unchanged	3,318	0.0%	$604,473	0.0%	$179.91
2025-Q4	Unchanged	3,318	0.0%	$428,155	0.0%	$126.39
2025-Q3	Unchanged	3,318	0.0%	$451,314	0.0%	$132.11
2025-Q2	Unchanged	3,318	0.0%	$395,837	0.0%	$114.74
2025-Q1	Unchanged	3,318	0.0%	$409,707	0.0%	$117.62
2024-Q4	Unchanged	3,318	0.0%	$378,020	0.0%	$107.56
2024-Q3	Unchanged	3,318	0.0%	$436,151	0.0%	$123.01