Position in PSX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,216,205
+$722,249 QoQ
Shares Held
17,654
-8.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Derivatives in PSX
reported options exposure · as of Jun 30, 2023CallValue
$6,676,600
CallShares
70,000
PutValue
$0
PutShares
0
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 Mar 31, 2026Cresset Asset Management, LLC holds $22,048,574 across 5 Oil & Gas Refining & Marketing names. PSX ranks #2 (14.6% of the industry book) .
All Filings in PSX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,216,205 | 17,654 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,493,956 | 19,327 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,607,639 | 19,171 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $2,183,667 | 18,304 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $2,355,381 | 19,075 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,281,106 | 20,022 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,346,668 | 48,282 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,890,413 | 55,893 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,765,020 | 47,539 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,509,732 | 41,383 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,970,605 | 41,370 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,830,710 | 50,647 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $6,676,600 | 70,000 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $1,333,958 | 13,158 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,595,546 | 15,330 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,275,618 | 15,803 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,282,651 | 15,644 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,026,795 | 23,461 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $423,456 | 5,844 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $506,456 | 7,232 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $339,847 | 3,960 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $261,580 | 3,208 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $212,897 | 3,044 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $200,828 | 3,874 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $328,942 | 4,575 | Shares | Defined | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||