Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,003,410
+$529,393 QoQ
Shares Held
11,851
+46.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#653
of 2,093 holders
Holding Since
Dec 2023
11 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, 2026Florida Trust Wealth Management Co holds $20,408,419 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (9.8% of the industry book) .
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,003,410 | 11,851 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,474,017 | 8,091 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,153,875 | 8,942 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $1,192,215 | 8,765 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $1,013,691 | 8,497 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $727,173 | 5,889 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $779,167 | 6,839 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $902,929 | 6,869 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $941,039 | 6,666 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,088,824 | 6,666 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $900,291 | 6,762 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||