Position in PSX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$201,338
-$18,553 QoQ
Shares Held
1,191
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,726
of 2,091 holders
Holding Since
Mar 2020
21 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, 2026Gradient Investments LLC holds $2,518,408 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (8.0% of the industry book) .
All Filings in PSX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,338 | 1,191 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $219,891 | 1,207 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $200,357 | 1,473 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $120,982 | 857 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $138,675 | 849 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $138,199 | 1,038 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $792,629 | 6,597 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $795,850 | 8,344 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $920,327 | 9,078 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,011,657 | 9,720 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $623,723 | 7,727 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $411,999 | 5,025 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $206,040 | 2,385 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $143,543 | 1,981 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $137,608 | 1,965 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $168,121 | 1,959 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $204,013 | 2,502 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $711,639 | 10,175 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $529,908 | 10,222 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $1,196,200 | 16,637 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $95,175 | 1,774 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||