Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$723,534
+$521,409 QoQ
Shares Held
4,280
+188.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,006
of 2,096 holders
Holding Since
Mar 2024
6 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, 2026West Family Investments, Inc. holds $1,668,987 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (43.4% of the industry book) .
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $723,534 | 4,280 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $202,125 | 1,486 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $201,519 | 1,632 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $211,897 | 1,612 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $213,872 | 1,515 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $247,460 | 1,515 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||