Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,115,053
-$121,949 QoQ
Shares Held
6,596
-2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#838
of 2,093 holders
Holding Since
Jun 2024
9 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, 2026Garrett Wealth Advisory Group, LLC holds $3,141,229 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (35.5% 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 | $1,115,053 | 6,596 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,237,002 | 6,790 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $886,633 | 6,871 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $905,621 | 6,658 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $794,299 | 6,658 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $822,129 | 6,658 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $730,860 | 6,415 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $823,534 | 6,265 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $872,995 | 6,184 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||