Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$253,575
-$19,695 QoQ
Shares Held
1,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,582
of 2,097 holders
Holding Since
Mar 2022
13 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, 2026Apriem Advisors holds $574,673 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (44.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PBF |
PBF Energy Inc.
|
7,054 | $321,098 | |
| 2 | PSX |
Phillips 66
This page
|
1,500 | $253,575 |
All Filings in PSX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,575 | 1,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $273,270 | 1,500 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $206,886 | 1,521 | Shares | Sole | 2025-11-10 | |
| 2024-12-31 | $269,786 | 2,368 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $283,669 | 2,158 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $304,644 | 2,158 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $402,143 | 2,462 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $408,340 | 3,067 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $368,500 | 3,067 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $292,530 | 3,067 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $310,932 | 3,067 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $256,244 | 2,462 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $241,892 | 2,800 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||