Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$55,448
+$3,709 QoQ
Shares Held
328
+15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,869
of 2,093 holders
Holding Since
Dec 2021
18 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, 2026BOK Financial Private Wealth, Inc. holds $132,800 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (41.8% of the industry book) .
All Filings in PSX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,448 | 328 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $51,739 | 284 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $36,647 | 284 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $23,860 | 200 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $34,203 | 277 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,405 | 144 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $25,369 | 193 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $53,503 | 379 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $31,524 | 193 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $79,617 | 598 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $65,001 | 541 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $51,600 | 541 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $206,916 | 2,041 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $232,098 | 2,230 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $180,005 | 2,230 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $190,216 | 2,320 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $460,113 | 5,326 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $289,550 | 3,996 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||