Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,014
-$890 QoQ
Shares Held
6
-57.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,074
of 2,093 holders
Holding Since
Mar 2025
3 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $26,836 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
101 | $25,822 | |
| 2 | PSX |
Phillips 66
This page
|
6 | $1,014 |
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,014 | 6 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $1,904 | 14 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $740 | 6 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||