Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,747
-$447 QoQ
Shares Held
34
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,047
of 2,097 holders
Holding Since
Mar 2020
26 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, 2026Tradewinds Capital Management, LLC holds $98,647 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (5.8% of the industry book) .
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,747 | 34 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,194 | 34 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,387 | 34 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,624 | 34 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,056 | 34 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $127,678 | 1,034 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $117,803 | 1,034 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $174,171 | 1,325 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $186,767 | 1,323 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $52,268 | 320 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $42,338 | 318 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $37,967 | 316 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $29,949 | 314 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $31,529 | 311 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $45,066 | 433 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $24,619 | 305 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $24,842 | 303 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $39,480 | 457 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $32,896 | 454 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $31,583 | 451 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $65,566 | 764 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $58,464 | 717 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $56,301 | 805 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $74,183 | 1,431 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $109,575 | 1,524 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $76,075 | 1,418 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||