Position in PSX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$327,957
-$118,019 QoQ
Shares Held
1,940
-20.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,420
of 2,093 holders
Holding Since
Mar 2021
12 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 Jun 30, 2026Douglas Lane & Associates, LLC holds $36,173,059 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (0.9% of the industry book) .
All Filings in PSX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,957 | 1,940 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $445,976 | 2,448 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $295,501 | 2,290 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $265,239 | 1,950 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $239,554 | 2,008 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $260,048 | 2,106 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $242,784 | 2,131 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $280,777 | 2,136 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $295,186 | 2,091 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $320,309 | 1,961 | Shares | Sole | 2024-04-11 | |
| 2021-06-30 | $200,647 | 2,338 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $200,017 | 2,453 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||