Position in PSX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$400,817
-$27,852 QoQ
Shares Held
2,371
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,293
of 2,093 holders
Holding Since
Mar 2024
10 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, 2026Pure Financial Advisors, LLC holds $2,225,274 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (18.0% of the industry book) .
All Filings in PSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,817 | 2,371 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $428,669 | 2,353 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $300,018 | 2,325 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $309,989 | 2,279 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $270,572 | 2,268 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $246,342 | 1,995 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $207,580 | 1,822 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $237,267 | 1,805 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $215,425 | 1,526 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $258,403 | 1,582 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||