Position in PSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$655,744
-$40,912 QoQ
Shares Held
3,879
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,052
of 2,091 holders
Holding Since
Mar 2024
10 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, 2026Gratus Wealth Advisors, LLC holds $979,677 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (66.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
3,879 | $655,744 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,267 | $323,933 |
All Filings in PSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,744 | 3,879 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $696,656 | 3,824 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $546,613 | 4,236 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $564,891 | 4,153 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $464,315 | 3,892 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $477,620 | 3,868 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $316,383 | 2,777 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $363,196 | 2,763 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $312,409 | 2,213 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $235,046 | 1,439 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||