Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,936,805
-$247,168 QoQ
Shares Held
11,457
-4.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#665
of 2,091 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Evercore Wealth Management, LLC holds $2,953,094 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (65.6% 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 | $1,936,805 | 11,457 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,183,973 | 11,988 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,552,867 | 12,034 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,636,864 | 12,034 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,564,738 | 13,116 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,558,811 | 12,624 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,438,252 | 12,624 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,659,424 | 12,624 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,880,384 | 13,320 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,175,688 | 13,320 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,791,664 | 13,457 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,596,192 | 13,285 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,263,975 | 13,252 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,193,648 | 11,774 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,225,437 | 11,774 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $950,397 | 11,774 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $965,350 | 11,774 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,027,177 | 11,890 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $955,747 | 13,190 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $937,701 | 13,390 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,260,695 | 14,690 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,370,442 | 16,807 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,053,855 | 15,068 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $814,094 | 15,704 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,260,694 | 17,534 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $980,452 | 18,275 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||