Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,386,379
-$158,689 QoQ
Shares Held
8,201
-3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#768
of 2,093 holders
Holding Since
Mar 2025
6 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, 2026UHLMANN PRICE SECURITIES, LLC holds $2,603,720 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (53.2% of the industry book) .
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,386,379 | 8,201 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,545,068 | 8,481 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $464,285 | 3,598 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $473,757 | 3,483 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $389,872 | 3,268 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $284,250 | 2,302 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||