Position in PSX
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$565,304
-$811,488 QoQ
Shares Held
3,103
-63.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
8 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $1,150,265 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (49.1% of the industry book) .
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $565,304 | 3,103 | Shares | Sole | 2026-04-14 | |
| 2024-03-31 | $1,376,792 | 8,429 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $926,388 | 6,958 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $792,749 | 6,598 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $629,317 | 6,598 | Shares | Sole | 2023-11-27 | |
| 2023-03-31 | $822,597 | 8,114 | Shares | Sole | 2023-11-27 | |
| 2022-09-30 | $1,052,588 | 13,040 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $779,232 | 9,504 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||