Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,724,648
-$156,907 QoQ
Shares Held
10,202
-1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#692
of 2,093 holders
Holding Since
Mar 2020
26 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, 2026Bragg Financial Advisors, Inc holds $5,814,064 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (29.7% of the industry book) .
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,724,648 | 10,202 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,881,555 | 10,328 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,342,274 | 10,402 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,430,658 | 10,518 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,325,303 | 11,109 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,392,730 | 11,279 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,286,155 | 11,289 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,483,807 | 11,288 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,620,490 | 11,479 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,854,399 | 11,353 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,528,846 | 11,483 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,379,682 | 11,483 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,113,084 | 11,670 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,186,855 | 11,707 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,261,345 | 12,119 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $933,284 | 11,562 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $961,578 | 11,728 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,017,069 | 11,773 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $817,203 | 11,278 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $789,798 | 11,278 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,010,702 | 11,777 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $960,296 | 11,777 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $823,123 | 11,769 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $614,355 | 11,851 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $875,598 | 12,178 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $658,875 | 12,281 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||