Position in PSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$592,858
+$35,934 QoQ
Shares Held
3,507
+14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#345
of 792 holders
Holding Since
Mar 2021
22 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, 2026Waldron Private Wealth LLC holds $5,649,209 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (10.5% of the industry book) .
All Filings in PSX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,858 | 3,507 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $556,924 | 3,057 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $419,380 | 3,250 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $440,704 | 3,240 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $370,784 | 3,108 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $383,775 | 3,108 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $539,116 | 4,732 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $667,633 | 5,079 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $692,297 | 4,904 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $806,082 | 4,935 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $653,717 | 4,910 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $575,278 | 4,788 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $447,713 | 4,694 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $490,476 | 4,838 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $466,798 | 4,485 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $362,029 | 4,485 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $369,938 | 4,512 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $366,898 | 4,247 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $278,318 | 3,841 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $268,845 | 3,839 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $630,691 | 7,349 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $230,187 | 2,823 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||