Position in PSX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$59,167
-$4,596 QoQ
Shares Held
350
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,863
of 2,093 holders
Holding Since
Sep 2025
4 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, 2026Jackson, Grant Investment Advisers, Inc. holds $83,966 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (70.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
350 | $59,167 | |
| 2 | MPC |
Marathon Petroleum Corp
|
97 | $24,799 |
All Filings in PSX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,167 | 350 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $63,763 | 350 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $45,164 | 350 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $47,607 | 350 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||