Position in PSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$65,084
-$5,055 QoQ
Shares Held
385
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,854
of 2,093 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Moisand Fitzgerald Tamayo, LLC holds $725,766 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (9.0% of the industry book) .
All Filings in PSX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,084 | 385 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $70,139 | 385 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $49,680 | 385 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $52,367 | 385 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $45,930 | 385 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $47,539 | 385 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $6,007 | 50 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $9,538 | 100 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $10,138 | 100 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $10,408 | 100 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $8,072 | 100 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $8,199 | 100 | Shares | Sole | 2022-08-01 | |
| 2021-12-31 | $7,246 | 100 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $7,003 | 100 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $8,582 | 100 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $8,154 | 100 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $6,994 | 100 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $5,184 | 100 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $7,190 | 100 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||