Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$711,700
-$29,408 QoQ
Shares Held
4,210
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,010
of 2,096 holders
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 Jun 30, 2026Modera Wealth Management, LLC holds $1,429,927 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (49.8% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,700 | 4,210 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $741,108 | 4,068 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $528,160 | 4,093 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $559,314 | 4,112 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $506,428 | 4,245 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $531,828 | 4,307 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $499,469 | 4,384 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $606,378 | 4,613 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $672,675 | 4,765 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $752,997 | 4,610 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $605,920 | 4,551 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $544,880 | 4,535 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $530,217 | 5,559 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $251,726 | 2,483 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $253,122 | 2,432 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $209,812 | 2,559 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $259,429 | 3,003 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $460,483 | 6,355 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||