Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,414,064
-$1,222,949 QoQ
Shares Held
26,111
-15.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#453
of 2,093 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, 2026BENJAMIN EDWARDS INC holds $11,229,161 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (39.3% 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 | $4,414,064 | 26,111 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $5,637,013 | 30,942 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,001,143 | 31,007 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $4,245,592 | 31,213 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $3,683,745 | 30,878 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,636,115 | 29,447 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,741,346 | 32,839 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,952,963 | 30,072 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $646,135 | 4,577 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $711,672 | 4,357 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $302,360 | 2,271 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $262,647 | 2,186 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $222,140 | 2,329 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $268,352 | 2,647 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $527,789 | 5,071 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $372,119 | 4,610 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $386,746 | 4,717 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $558,511 | 6,465 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $461,715 | 6,372 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $11,484 | 164 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $5,320 | 62 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $5,055 | 62 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,497 | 50 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,592 | 50 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $9,778 | 136 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $18,616 | 347 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||