Position in PSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$361,597
-$28,086 QoQ
Shares Held
2,139
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,359
of 2,097 holders
Holding Since
Dec 2023
11 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, 2026Goelzer Investment Management, Inc. holds $10,098,938 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (3.6% of the industry book) .
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,597 | 2,139 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $389,683 | 2,139 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $292,920 | 2,270 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $311,893 | 2,293 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $270,811 | 2,270 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $286,473 | 2,320 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $264,317 | 2,320 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $304,964 | 2,320 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $353,630 | 2,505 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $409,166 | 2,505 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $270,274 | 2,030 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||