Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$476,551
-$545,478 QoQ
Shares Held
2,819
-49.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,206
of 2,091 holders
Holding Since
Dec 2022
14 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, 2026NorthRock Partners, LLC holds $1,622,120 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (29.4% of the industry book) .
All Filings in PSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,551 | 2,819 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,022,029 | 5,610 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $739,786 | 5,733 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,295,182 | 9,522 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $805,752 | 6,754 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $770,885 | 6,243 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $632,767 | 5,554 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $615,448 | 4,682 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $642,464 | 4,551 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $700,075 | 4,286 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $512,189 | 3,847 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $277,906 | 2,313 | Shares | Sole | 2023-10-24 | |
| 2023-03-31 | $221,616 | 2,186 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $276,540 | 2,657 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||