Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,014
-$261 QoQ
Shares Held
6
-14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,073
of 2,093 holders
Holding Since
Mar 2021
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, 2026Mascoma Wealth Management LLC holds $3,506 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (28.9% 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 | $1,014 | 6 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,275 | 7 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $774 | 6 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,345 | 54 | Shares | Sole | 2025-10-28 | |
| 2023-09-30 | $2,403 | 20 | Shares | Sole | 2023-10-13 | |
| 2022-09-30 | $20,180 | 250 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $20,497 | 250 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $21,597 | 250 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $18,115 | 250 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $19,258 | 275 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $25,440 | 312 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||