Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$309,699
-$24,054 QoQ
Shares Held
1,832
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,460
of 2,093 holders
Holding Since
Jun 2022
17 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 Jun 30, 2026Wellington Shields & Co., LLC holds $1,100,482 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (28.1% of the industry book) .
All Filings in PSX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,699 | 1,832 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $333,753 | 1,832 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $236,401 | 1,832 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $249,188 | 1,832 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $218,557 | 1,832 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $226,215 | 1,832 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $208,719 | 1,832 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $240,816 | 1,832 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $258,623 | 1,832 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $299,238 | 1,832 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $243,912 | 1,832 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $220,114 | 1,832 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $174,736 | 1,832 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $185,728 | 1,832 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $190,674 | 1,832 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $147,879 | 1,832 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $150,205 | 1,832 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||