Position in PSX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$10,988
+$10,806 QoQ
Shares Held
65
+6400.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,014
of 2,097 holders
Holding Since
Mar 2020
26 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, 2026ATWOOD & PALMER INC holds $20,272 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (54.2% of the industry book) .
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,988 | 65 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $182 | 1 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $129 | 1 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $136 | 1 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $119 | 1 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $123 | 1 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $113 | 1 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $131 | 1 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $141 | 1 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $10,453 | 64 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $133 | 1 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $120 | 1 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $95 | 1 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $101 | 1 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $104 | 1 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $80 | 1 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,705 | 33 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,850 | 33 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $15,433 | 213 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $12,675 | 181 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $13,988 | 163 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $13,291 | 163 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $11,400 | 163 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $8,449 | 163 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $11,719 | 163 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $12,768 | 238 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||