Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$30,090
-$2,338 QoQ
Shares Held
178
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,926
of 2,093 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026J.Safra Asset Management Corp holds $195,068 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (15.4% of the industry book) .
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,090 | 178 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $32,428 | 178 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $22,969 | 178 | Shares | Sole | 2026-02-11 | |
| 2024-12-31 | $25,520 | 224 | Shares | Sole | 2025-02-06 | |
| 2023-09-30 | $11,053 | 92 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,774 | 92 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,326 | 92 | Shares | Sole | 2023-05-12 | |
| 2022-03-31 | $1,814 | 21 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||