Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,074,819
+$24,916 QoQ
Shares Held
6,358
+10.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#855
of 2,091 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $3,112,718 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (34.5% of the industry book) .
All Filings in PSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,074,819 | 6,358 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,049,903 | 5,763 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $636,167 | 4,930 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $590,598 | 4,342 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $411,107 | 3,446 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $638,020 | 5,167 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $764,355 | 6,709 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $847,326 | 6,446 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $892,476 | 6,322 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,055,502 | 6,462 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $877,258 | 6,589 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $373,306 | 3,107 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $284,709 | 2,985 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $270,583 | 2,669 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||