Position in PSX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$767,994
-$600,639 QoQ
Shares Held
4,543
-54.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#984
of 2,095 holders
Holding Since
Dec 2022
12 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, 2026Redwood Investment Management, LLC holds $3,110,943 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (24.7% of the industry book) .
All Filings in PSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767,994 | 4,543 | Shares | Sole | 2026-08-17 | |
| 2025-09-30 | $1,368,633 | 10,062 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,750,727 | 14,675 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $1,650,276 | 14,485 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,345,259 | 10,234 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,410,852 | 9,994 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,564,470 | 9,578 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,585,297 | 11,907 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,593,789 | 13,265 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,688,607 | 17,704 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,575,850 | 15,544 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,469,401 | 14,118 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||