Gleason Group, Inc.

Position in PSX — Phillips 66

CIK 1822632 PROSPECT, KY

Position in PSX

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$130,337

-$3,018 QoQ

Shares Held

771

+5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,775

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Gleason Group, Inc. holds $159,516 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (81.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	771	$130,337
2	VLO	Valero Energy Corp/Tx	65	$16,928
3	MPC	Marathon Petroleum Corp	35	$8,948
4	UGP	Ultrapar Holdings Inc	658	$3,303

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$130,337	771	+5.3%	Shares	Sole	2026-07-13
2026-03-31	$133,355	732	-6.4%	Shares	Sole	2026-05-04
2025-12-31	$100,909	782	+0.9%	Shares	Sole	2026-01-15
2025-09-30	$105,415	775	+0.9%	Shares	Sole	2025-10-16
2025-06-30	$91,622	768	+1.1%	Shares	Sole	2025-07-17
2025-03-31	$93,844	760	+0.9%	Shares	Sole	2025-04-11
2024-12-31	$85,789	753	+0.9%	Shares	Sole	2025-01-13
2024-09-30	$98,061	746	+0.8%	Shares	Sole	2024-10-15
2024-06-30	$104,465	740	+0.8%	Shares	Sole	2024-07-12
2024-03-31	$119,891	734	+0.7%	Shares	Sole	2024-04-12
2023-12-31	$97,059	729	+0.8%	Shares	Sole	2024-01-19
2023-09-30	$86,868	723	+1.0%	Shares	Sole	2023-10-12
2023-06-30	$68,292	716	+1.1%	Shares	Sole	2023-07-20
2023-03-31	$71,777	708	+1.0%	Shares	Sole	2023-04-14
2022-12-31	$72,960	701	+1.0%	Shares	Sole	2023-01-11
2022-09-30	$56,019	694	+1.0%	Shares	Sole	2022-10-11
2022-06-30	$56,327	687	+0.9%	Shares	Sole	2022-07-13
2022-03-31	$58,831	681	+1.2%	Shares	Sole	2022-04-22
2021-12-31	$48,765	673	+1.4%	Shares	Sole	2022-01-18
2021-09-30	$46,499	664	+63.5%	Shares	Sole	2021-10-12
2021-06-30	$34,842	406	+1.0%	Shares	Sole	2021-07-27
2021-03-31	$32,779	402	+1.3%	Shares	Sole	2021-04-14
2020-12-31	$27,766	397	+1.3%	Shares	Sole	2021-01-28
2020-09-30	$20,321	392	+1.6%	Shares	Sole	2020-10-15
2020-06-30	$27,753	386	+1.0%	Shares	Sole	2020-08-27
2020-03-31	$20,494	382	—	Shares	Sole	2020-08-27
No filing history on record for this holder in this stock.