Position in PSX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$72,325
+$19,032 QoQ
Shares Held
397
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $100,142 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (72.2% of the industry book) .
All Filings in PSX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,325 | 397 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $53,293 | 413 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $66,785 | 491 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $49,021 | 397 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $56,044 | 397 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $65,336 | 400 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $53,256 | 400 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $153,321 | 4,371 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $9,061 | 95 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,239 | 101 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,098 | 104 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $104,608 | 1,296 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $121,014 | 1,476 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $151,863 | 1,758 | Shares | Sole | 2022-05-13 | |
| 2020-03-31 | $84,121 | 1,568 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||