Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$970,008
-$62,223 QoQ
Shares Held
5,738
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#898
of 2,093 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Perigon Wealth Management, LLC holds $2,837,390 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (34.2% 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 | $970,008 | 5,738 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,032,231 | 5,666 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $945,476 | 7,327 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $815,303 | 5,994 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $444,153 | 3,723 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $401,556 | 3,252 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $386,336 | 3,391 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $503,979 | 3,834 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $579,502 | 4,105 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $645,356 | 3,951 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $476,774 | 3,581 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $457,891 | 3,811 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $576,953 | 6,049 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $586,686 | 5,787 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $658,930 | 6,331 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $363,159 | 4,499 | Shares | Sole | 2022-12-13 | |
| 2022-03-31 | $212,087 | 2,455 | Shares | Sole | 2022-05-16 | |
| 2020-12-31 | $104,910 | 1,500 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||