Position in PSX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$708,826
+$22,554 QoQ
Shares Held
4,193
+11.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,013
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Freestone Capital Holdings, LLC holds $3,999,493 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (17.7% 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 | $708,826 | 4,193 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $686,272 | 3,767 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $511,772 | 3,966 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $559,586 | 4,114 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $449,761 | 3,770 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $467,742 | 3,788 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $432,820 | 3,799 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $480,975 | 3,659 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,075,856 | 7,621 | Shares | Defined | 2024-11-22 | |
| 2024-03-31 | $1,245,140 | 7,623 | Shares | Defined | 2024-11-22 | |
| 2023-12-31 | $477,972 | 3,590 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $432,780 | 3,602 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $346,229 | 3,630 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $377,843 | 3,727 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $384,055 | 3,690 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $311,014 | 3,853 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $332,551 | 4,056 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $402,922 | 4,664 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $345,199 | 4,764 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $334,393 | 4,775 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $388,335 | 4,525 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $339,940 | 4,169 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $291,579 | 4,169 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $212,440 | 4,098 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $295,652 | 4,112 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $221,467 | 4,128 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||