Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,304,489
-$144,010 QoQ
Shares Held
13,632
+1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#616
of 2,093 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, 2026EVERETT HARRIS & CO /CA/ holds $4,338,233 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (53.1% 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 | $2,304,489 | 13,632 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,448,499 | 13,440 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,757,524 | 13,620 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,852,592 | 13,620 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,728,895 | 14,492 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,801,820 | 14,592 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,896,023 | 16,642 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,126,598 | 16,178 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,350,904 | 16,653 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,691,516 | 16,478 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,183,496 | 16,400 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,753,589 | 14,595 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,427,933 | 14,971 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,532,966 | 15,121 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,581,079 | 15,191 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,228,639 | 15,221 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,251,249 | 15,261 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,412,303 | 16,348 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,178,054 | 16,258 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,144,430 | 16,342 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,423,925 | 16,592 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,408,195 | 17,270 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,266,893 | 18,114 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,059,868 | 20,445 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,589,205 | 22,103 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,244,572 | 23,198 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||