Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$339,790
-$30,035 QoQ
Shares Held
2,010
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,400
of 2,097 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Gilliland Jeter Wealth Management LLC holds $5,925,412 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
21,847 | $5,585,622 | |
| 2 | PSX |
Phillips 66
This page
|
2,010 | $339,790 |
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,790 | 2,010 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $369,825 | 2,030 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $299,372 | 2,320 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $313,934 | 2,308 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $276,537 | 2,318 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $286,226 | 2,318 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $264,089 | 2,318 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $372,003 | 2,830 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $374,524 | 2,653 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $462,252 | 2,830 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $376,786 | 2,830 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||