Position in PSX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$69,141
+$51,288 QoQ
Shares Held
409
+317.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,847
of 2,091 holders
Holding Since
Dec 2020
16 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, 2026ALBION FINANCIAL GROUP /UT holds $390,142 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (17.7% of the industry book) .
All Filings in PSX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,141 | 409 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $17,853 | 98 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $14,323 | 111 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $9,113 | 67 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $7,993 | 67 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $15,681 | 127 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $14,469 | 127 | Shares | Sole | 2025-01-17 | |
| 2023-03-31 | $6,691 | 66 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $6,869 | 66 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $5,327 | 66 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $5,411 | 66 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $213,037 | 2,466 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $178,686 | 2,466 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,621 | 66 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $5,664 | 66 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $4,616 | 66 | Shares | Sole | 2021-02-19 | |
| No filing history on record for this holder in this stock. | ||||||