Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,681,202
+$114,637 QoQ
Shares Held
9,945
+15.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#701
of 2,093 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026MITCHELL MCLEOD PUGH & WILLIAMS INC holds $3,999,740 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (42.0% of the industry book) .
All Filings in PSX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,681,202 | 9,945 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,566,565 | 8,599 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $1,080,451 | 8,373 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,134,678 | 8,342 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $993,053 | 8,324 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $1,020,190 | 8,262 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $947,327 | 8,315 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $1,091,165 | 8,301 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $1,085,878 | 7,692 | Shares | Other | 2024-07-31 | |
| 2024-03-31 | $1,219,169 | 7,464 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $982,572 | 7,380 | Shares | Other | 2024-02-05 | |
| 2023-09-30 | $884,183 | 7,359 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $699,706 | 7,336 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $744,635 | 7,345 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $758,638 | 7,289 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $612,099 | 7,583 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $606,151 | 7,393 | Shares | Sole | 2022-11-18 | |
| 2022-03-31 | $639,717 | 7,405 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $533,305 | 7,360 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $342,096 | 4,885 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $394,514 | 4,597 | Shares | Sole | 2021-11-08 | |
| 2021-03-31 | $350,376 | 4,297 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $278,850 | 3,987 | Shares | Sole | 2021-02-08 | |
| 2020-06-30 | $266,533 | 3,707 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $314,227 | 5,857 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||