Position in PSX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$276,002
+$84,249 QoQ
Shares Held
1,515
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 3%
Shared 2%
None 95%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026GeoWealth Management, LLC holds $3,202,254 across 5 Oil & Gas Refining & Marketing names. PSX ranks #4 (8.6% of the industry book) .
All Filings in PSX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $276,002 | 1,515 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $191,753 | 1,486 | Shares | Other | 2026-02-17 | |
| 2025-06-30 | $180,739 | 1,515 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $179,663 | 1,455 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $239,821 | 2,105 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $297,602 | 2,264 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $357,442 | 2,532 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,048,446 | 12,541 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $215,819 | 1,621 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||