Position in PSX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$311,390
+$152,530 QoQ
Shares Held
1,842
+111.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,456
of 2,093 holders
Holding Since
Dec 2022
14 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, 2026Glass Jacobson Investment Advisors llc holds $433,088 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (71.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,842 | $311,390 | |
| 2 | MPC |
Marathon Petroleum Corp
|
476 | $121,698 |
All Filings in PSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,390 | 1,842 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $158,860 | 872 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $111,619 | 865 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $116,705 | 858 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $101,405 | 850 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $26,301 | 213 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $24,267 | 213 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $27,867 | 212 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $29,928 | 212 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $34,464 | 211 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $28,092 | 211 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $25,231 | 210 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $20,029 | 210 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $21,648 | 208 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||