Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,484,965
+$2,307,172 QoQ
Shares Held
20,615
+218.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#507
of 2,091 holders
Holding Since
Jun 2020
23 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, 2026CreativeOne Wealth, LLC holds $5,422,080 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (64.3% of the industry book) .
All Filings in PSX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,484,965 | 20,615 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,177,793 | 6,465 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $820,436 | 6,358 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $545,575 | 4,011 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $496,287 | 4,160 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $534,050 | 4,325 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $455,378 | 3,997 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $485,970 | 3,697 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $362,665 | 2,569 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $524,157 | 3,209 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $281,989 | 2,118 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $280,429 | 2,334 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $263,847 | 3,078 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $341,954 | 3,373 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $335,865 | 3,227 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $230,455 | 2,855 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $207,269 | 2,528 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $206,730 | 2,393 | Shares | Other | 2022-05-13 | |
| 2021-09-30 | $323,188 | 4,615 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $396,316 | 4,618 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $372,800 | 4,572 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $281,438 | 4,024 | Shares | Other | 2021-02-12 | |
| 2020-06-30 | $219,510 | 3,053 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||