Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$643,404
-$49,973 QoQ
Shares Held
3,806
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,067
of 2,091 holders
Holding Since
Mar 2020
26 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, 2026ROBERTS GLORE & CO INC /IL/ holds $886,290 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (72.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
3,806 | $643,404 | |
| 2 | MPC |
Marathon Petroleum Corp
|
950 | $242,886 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $643,404 | 3,806 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $693,377 | 3,806 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $495,513 | 3,840 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $522,316 | 3,840 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $484,596 | 4,062 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $501,575 | 4,062 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $471,328 | 4,137 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $543,808 | 4,137 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $590,372 | 4,182 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $683,087 | 4,182 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $556,791 | 4,182 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $502,467 | 4,182 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $424,631 | 4,452 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $451,343 | 4,452 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $455,558 | 4,377 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $377,527 | 4,677 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $383,467 | 4,677 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $410,525 | 4,752 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $421,644 | 5,819 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $404,843 | 5,781 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $496,125 | 5,781 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $471,382 | 5,781 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $411,317 | 5,881 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $285,431 | 5,506 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $354,035 | 4,924 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $316,052 | 5,891 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||