INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV
Position in PSX — Phillips 66
CIK 867926
ATLANTA, GA
Position in PSX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$342,157
-$42,789 QoQ
Shares Held
2,024
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,393
of 2,091 holders
Holding Since
Mar 2020
26 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, 2026INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV holds $662,000 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
2,024 | $342,157 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,251 | $319,843 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,157 | 2,024 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $384,946 | 2,113 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $272,661 | 2,113 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $350,387 | 2,576 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $307,316 | 2,576 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $321,294 | 2,602 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $307,838 | 2,702 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $368,322 | 2,802 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $395,558 | 2,802 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $457,678 | 2,802 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $479,570 | 3,602 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $426,772 | 3,552 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $338,789 | 3,552 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $365,170 | 3,602 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $380,100 | 3,652 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $294,789 | 3,652 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $299,427 | 3,652 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $315,496 | 3,652 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $264,623 | 3,652 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $255,749 | 3,652 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $317,705 | 3,702 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $310,015 | 3,802 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $267,660 | 3,827 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $200,309 | 3,864 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $277,821 | 3,864 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $207,303 | 3,864 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||