Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$273,353
-$21,232 QoQ
Shares Held
1,617
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,537
of 2,093 holders
Holding Since
Mar 2021
18 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, 2026Measured Wealth Private Client Group, LLC holds $553,061 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (49.4% of the industry book) .
All Filings in PSX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,353 | 1,617 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $294,585 | 1,617 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $208,657 | 1,617 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $304,820 | 2,241 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $267,351 | 2,241 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $277,583 | 2,248 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $267,849 | 2,351 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $309,038 | 2,351 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $342,619 | 2,427 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $391,199 | 2,395 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $318,870 | 2,395 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $287,759 | 2,395 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $228,435 | 2,395 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $242,805 | 2,395 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $252,914 | 2,430 | Shares | Sole | 2023-01-23 | |
| 2022-03-31 | $211,828 | 2,452 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $248,534 | 2,896 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $233,856 | 2,868 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||