Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$389,660
-$79,089 QoQ
Shares Held
2,305
-10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,317
of 2,097 holders
Holding Since
Sep 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, 2026Legacy Capital Wealth Partners, LLC holds $1,065,651 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (36.6% 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 | $389,660 | 2,305 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $468,749 | 2,573 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $332,019 | 2,573 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $353,652 | 2,600 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $409,676 | 3,434 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $395,382 | 3,202 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $347,030 | 3,046 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $399,345 | 3,038 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $431,556 | 3,057 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $300,630 | 2,258 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $227,564 | 1,894 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||