Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$45,981
+$31,771 QoQ
Shares Held
272
+248.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,887
of 2,093 holders
Holding Since
Mar 2020
18 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, 2026Crewe Advisors LLC holds $166,809 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (27.6% 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 | $45,981 | 272 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $14,210 | 78 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,000 | 62 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $8,433 | 62 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,368 | 45 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,556 | 45 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,380 | 56 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $7,492 | 57 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,482 | 53 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $24,827 | 152 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $9,728 | 102 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $10,138 | 100 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,489 | 120 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $5,892 | 73 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,919 | 60 | Shares | Sole | 2022-08-02 | |
| 2020-09-30 | $10,730 | 207 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $29,047 | 404 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $26,288 | 490 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||