Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,966,051
-$136,305 QoQ
Shares Held
11,630
+0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#660
of 2,093 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026NICOLET BANKSHARES INC holds $5,351,840 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (36.7% of the industry book) .
All Filings in PSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,966,051 | 11,630 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,102,356 | 11,540 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $254,337 | 1,971 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $268,095 | 1,971 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $235,140 | 1,971 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $243,379 | 1,971 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $224,556 | 1,971 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $233,060 | 1,773 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $250,294 | 1,773 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $289,601 | 1,773 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $236,057 | 1,773 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $213,025 | 1,773 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||