Position in PSX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,445,546
-$109,906 QoQ
Shares Held
8,551
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#753
of 2,096 holders
Holding Since
Dec 2023
11 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $3,949,085 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (36.6% of the industry book) .
All Filings in PSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,445,546 | 8,551 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,555,452 | 8,538 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,082,645 | 8,390 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,132,094 | 8,323 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $994,962 | 8,340 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $837,935 | 6,786 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $772,559 | 6,781 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $892,019 | 6,786 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $952,615 | 6,748 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,052,399 | 6,443 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $250,569 | 1,882 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||