Position in PSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$553,976
-$43,027 QoQ
Shares Held
3,277
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,132
of 2,091 holders
Holding Since
Jun 2023
13 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, 2026COURIER CAPITAL LLC holds $5,160,861 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (10.7% of the industry book) .
All Filings in PSX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,976 | 3,277 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $597,003 | 3,277 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $422,864 | 3,277 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $445,737 | 3,277 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $403,353 | 3,381 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $417,485 | 3,381 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $385,197 | 3,381 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $463,755 | 3,528 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $498,047 | 3,528 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $576,263 | 3,528 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $469,717 | 3,528 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $423,889 | 3,528 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $346,038 | 3,628 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||