Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$354,835
+$105,530 QoQ
Shares Held
2,099
+8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,370
of 2,091 holders
Holding Since
Sep 2024
5 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, 2026BIP Wealth, LLC holds $1,422,782 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (24.9% of the industry book) .
All Filings in PSX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,835 | 2,099 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $249,305 | 1,932 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $303,732 | 2,233 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $210,780 | 1,707 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $203,616 | 1,549 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||