Position in PSX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,816,542
-$95,058 QoQ
Shares Held
16,661
+4.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#555
of 2,091 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, 2026Great Lakes Retirement, Inc. holds $3,205,671 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (87.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
16,661 | $2,816,542 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,522 | $389,129 |
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,816,542 | 16,661 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,911,600 | 15,982 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,046,445 | 15,859 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,090,083 | 15,366 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,582,514 | 13,265 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,461,879 | 11,839 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,242,292 | 10,904 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,368,788 | 10,413 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,452,074 | 10,286 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,438,535 | 8,807 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,175,093 | 8,826 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||