Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$675,016
-$49,513 QoQ
Shares Held
3,993
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,041
of 2,097 holders
Holding Since
Sep 2020
24 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, 2026GW HENSSLER & ASSOCIATES LTD holds $2,637,027 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
7,674 | $1,962,011 | |
| 2 | PSX |
Phillips 66
This page
|
3,993 | $675,016 |
All Filings in PSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $675,016 | 3,993 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $724,529 | 3,977 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $518,740 | 4,020 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $533,198 | 3,920 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $473,621 | 3,970 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $544,052 | 4,406 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,201,847 | 10,549 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,628,139 | 12,386 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $29,932,416 | 212,031 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $36,138,158 | 221,245 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $30,807,397 | 231,391 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $28,814,973 | 239,825 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $23,383,170 | 245,158 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $25,014,399 | 246,739 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $26,249,808 | 252,208 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $20,524,028 | 254,262 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $20,801,272 | 253,705 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $21,870,837 | 253,164 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $17,888,055 | 246,868 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $18,847,033 | 269,128 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $31,673,501 | 369,069 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $29,279,546 | 359,082 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $23,707,981 | 338,976 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $17,980,444 | 346,845 | Shares | Sole | 2020-10-22 | |
| No filing history on record for this holder in this stock. | ||||||