Position in PSX
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$200,762
-$8,907 QoQ
Shares Held
1,102
-35.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026PATTON ALBERTSON MILLER GROUP, LLC holds $9,817,041 across 2 Oil & Gas Refining & Marketing names.
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,762 | 1,102 | Shares | Sole | 2026-04-21 | |
| 2025-03-31 | $209,669 | 1,698 | Shares | Sole | 2025-05-22 | |
| 2024-09-30 | $227,145 | 1,728 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $244,647 | 1,733 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $270,654 | 1,657 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $247,906 | 1,862 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $201,852 | 1,680 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||