Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$462,351
+$35,686 QoQ
Shares Held
2,735
+16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,223
of 2,093 holders
Holding Since
Sep 2025
4 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, 2026Crestwood Advisors Group, LLC holds $11,879,863 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (3.9% of the industry book) .
All Filings in PSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,351 | 2,735 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $426,665 | 2,342 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $276,790 | 2,145 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $219,400 | 1,613 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||