Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,541,497
-$307,616 QoQ
Shares Held
15,034
-3.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#594
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, 2026REGIONS FINANCIAL CORP holds $10,627,566 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (23.9% 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 | $2,541,497 | 15,034 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $2,849,113 | 15,639 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,984,119 | 15,376 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $2,376,133 | 17,469 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $2,319,311 | 19,441 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $2,250,546 | 18,226 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $2,112,262 | 18,540 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,650,162 | 20,161 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,802,930 | 19,855 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $3,226,454 | 19,753 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $2,749,739 | 20,653 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $2,505,247 | 20,851 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $2,144,523 | 22,484 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $2,664,366 | 26,281 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,663,199 | 25,588 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $1,981,998 | 24,554 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $2,053,439 | 25,045 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $2,201,821 | 25,487 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $2,030,255 | 28,019 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $1,774,489 | 25,339 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $2,511,092 | 29,260 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $2,108,297 | 25,856 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $1,798,856 | 25,720 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $1,772,668 | 34,195 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $2,642,468 | 36,752 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $2,068,421 | 38,554 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||