Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,314,632
-$171,031 QoQ
Shares Held
13,692
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#614
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, 2026Avantax Planning Partners, Inc. holds $13,822,334 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (16.7% of the industry book) .
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,314,632 | 13,692 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,485,663 | 13,644 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,856,627 | 14,388 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,010,239 | 14,779 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,963,200 | 16,456 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,107,433 | 17,067 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,067,715 | 18,149 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,410,793 | 18,340 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,767,920 | 19,607 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,101,009 | 18,985 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $609,248 | 4,576 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $501,265 | 4,172 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $277,651 | 2,911 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $292,886 | 2,889 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $352,623 | 3,388 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $319,086 | 3,953 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $313,119 | 3,819 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $320,679 | 3,712 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $267,377 | 3,690 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $297,977 | 4,255 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $365,078 | 4,254 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $508,401 | 6,235 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $500,770 | 7,160 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $597,196 | 11,520 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $852,590 | 11,858 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $464,394 | 8,656 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||