Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$845
-$65 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,075
of 2,091 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026ALERUS FINANCIAL NA holds $142,003 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
542 | $141,158 | |
| 2 | PSX |
Phillips 66
This page
|
5 | $845 |
All Filings in PSX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $845 | 5 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $910 | 5 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $645 | 5 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $680 | 5 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $25,291 | 212 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||