Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$325,083
-$15,593 QoQ
Shares Held
1,923
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,425
of 2,091 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $905,460 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (35.9% of the industry book) .
All Filings in PSX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,083 | 1,923 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $340,676 | 1,870 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $216,657 | 1,679 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $221,711 | 1,630 | Shares | Other | 2025-10-21 | |
| 2025-03-31 | $292,029 | 2,365 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $221,707 | 1,946 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $294,841 | 2,243 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $281,774 | 1,996 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $320,145 | 1,960 | Shares | Other | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||