Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,213,471
-$264,345 QoQ
Shares Held
19,009
-0.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#531
of 2,093 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Derivatives in PSX
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$105
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Prime Capital Investment Advisors, LLC holds $12,466,312 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (25.8% of the industry book) .
All Filings in PSX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,213,471 | 19,009 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,477,816 | 19,090 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,159,355 | 16,734 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $105 | 200 | Put | Sole | 2025-11-05 | |
| 2025-09-30 | $2,496,239 | 18,352 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,315,135 | 19,406 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,081,690 | 24,957 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,700,141 | 23,700 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,075,667 | 23,398 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,325,259 | 23,555 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,945,477 | 24,155 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,086,717 | 23,184 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,095,175 | 17,438 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,726,282 | 18,099 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,260,254 | 12,431 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $5,133,954 | 49,327 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,162,690 | 39,181 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,660,821 | 32,453 | Shares | Sole | 2022-08-12 | |
| 2021-06-30 | $276,340 | 3,220 | Shares | Sole | 2021-08-12 | |
| 2020-06-30 | $118,491 | 1,648 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $113,791 | 2,121 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||