Position in PSX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,929,190
-$571,160 QoQ
Shares Held
40,989
-0.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#367
of 2,093 holders
Holding Since
Dec 2020
23 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, 2026Kesler, Norman & Wride, LLC holds $8,056,950 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (86.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
40,989 | $6,929,190 | |
| 2 | MPC |
Marathon Petroleum Corp
|
4,411 | $1,127,760 |
All Filings in PSX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,929,190 | 40,989 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,500,350 | 41,170 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,320,448 | 41,231 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,640,477 | 41,468 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $4,959,897 | 41,575 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,046,010 | 40,865 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,724,449 | 41,468 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,600,690 | 42,607 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $6,734,797 | 47,707 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $8,106,890 | 49,632 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $6,995,308 | 52,541 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $6,319,409 | 52,596 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,883,169 | 51,197 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,915,713 | 48,488 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $4,134,161 | 39,721 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $937,482 | 11,614 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $946,000 | 11,538 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $990,806 | 11,469 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $834,376 | 11,515 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $790,498 | 11,288 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $948,396 | 11,051 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $910,720 | 11,169 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $672,892 | 9,621 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||