Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,135,231
+$3,035,060 QoQ
Shares Held
30,377
+163.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#430
of 2,093 holders
Holding Since
Dec 2023
11 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, 2026RED CEDAR INVESTMENT MANAGEMENT, LLC holds $12,548,817 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (40.9% of the industry book) .
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,135,231 | 30,377 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,100,171 | 11,528 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,496,347 | 11,596 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,577,287 | 11,596 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,383,402 | 11,596 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,431,874 | 11,596 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,321,132 | 11,596 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,524,294 | 11,596 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,637,007 | 11,596 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,899,252 | 23,872 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $991,626 | 7,448 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||