Position in PSX
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$140,825
+$47,271 QoQ
Shares Held
773
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $359,347 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (39.2% of the industry book) .
All Filings in PSX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,825 | 773 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $93,554 | 725 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $98,614 | 725 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $86,492 | 725 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $89,399 | 724 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $82,029 | 720 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $36,148 | 275 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $38,821 | 275 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $44,918 | 275 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $36,613 | 275 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $33,041 | 275 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $26,229 | 275 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $27,879 | 275 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $28,622 | 275 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $22,440 | 278 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $22,793 | 278 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $24,016 | 278 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $38,258 | 528 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||