Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,396,860
-$107,035 QoQ
Shares Held
8,263
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#767
of 2,104 holders
Holding Since
Sep 2023
12 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $5,984,063 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (23.3% of the industry book) .
All Filings in PSX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,396,860 | 8,263 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,503,895 | 8,255 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,056,837 | 8,190 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,107,066 | 8,139 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $42,232 | 354 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $17,163 | 139 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $726,189 | 6,374 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $427,869 | 3,255 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $459,508 | 3,255 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $478,259 | 2,928 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $19,704 | 148 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $17,782 | 148 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||