Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$507,319
-$79,664 QoQ
Shares Held
3,001
-6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,174
of 2,097 holders
Holding Since
Mar 2024
7 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, 2026Waterloo Capital, L.P. holds $1,898,978 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (26.7% of the industry book) .
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,319 | 3,001 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $586,983 | 3,222 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $386,861 | 2,998 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $509,258 | 3,744 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $259,477 | 2,175 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $229,302 | 1,857 | Shares | Sole | 2025-05-12 | |
| 2024-03-31 | $370,618 | 2,269 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||