Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,883,616
-$628,772 QoQ
Shares Held
34,804
-2.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#396
of 2,097 holders
Holding Since
Mar 2020
25 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, 2026Dakota Wealth Management holds $12,690,339 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (46.4% of the industry book) .
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,883,616 | 34,804 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $6,512,388 | 35,747 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $6,021,780 | 46,666 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $5,536,966 | 40,707 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $5,240,491 | 43,927 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $5,915,432 | 47,906 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $5,751,869 | 50,486 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,938,982 | 52,788 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $19,485,412 | 138,028 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $21,851,298 | 133,778 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $15,793,865 | 118,626 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $6,696,560 | 55,735 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,424,391 | 46,387 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $3,613,283 | 35,641 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,718,985 | 35,732 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $2,895,749 | 35,874 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,692,715 | 32,842 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,668,673 | 30,891 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $248,175 | 3,425 | Shares | Other | 2022-02-10 | |
| 2021-06-30 | $256,086 | 2,984 | Shares | Other | 2021-08-02 | |
| 2021-03-31 | $261,743 | 3,210 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $272,766 | 3,900 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $216,172 | 4,170 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $347,996 | 4,840 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $240,995 | 4,492 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||