Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,533,790
-$119,129 QoQ
Shares Held
9,073
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#732
of 2,093 holders
Holding Since
Mar 2020
26 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, 2026WIMMER ASSOCIATES 1, LLC holds $1,846,318 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (83.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
9,073 | $1,533,790 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,200 | $312,528 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,533,790 | 9,073 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,652,919 | 9,073 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,163,553 | 9,017 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,228,260 | 9,030 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,095,174 | 9,180 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,136,633 | 9,205 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,094,297 | 9,605 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,270,464 | 9,665 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,312,175 | 9,295 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,520,695 | 9,310 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,238,867 | 9,305 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,054,196 | 8,774 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $811,111 | 8,504 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $847,131 | 8,356 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $861,678 | 8,279 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $668,280 | 8,279 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $660,347 | 8,054 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $720,838 | 8,344 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $585,839 | 8,085 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $584,050 | 8,340 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $699,518 | 8,151 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $666,263 | 8,171 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $555,393 | 7,941 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $428,872 | 8,273 | Shares | Sole | 2020-12-03 | |
| 2020-06-30 | $585,841 | 8,148 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $838,173 | 15,623 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||