Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$349,257
-$34,231 QoQ
Shares Held
2,066
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,382
of 2,093 holders
Holding Since
Sep 2025
4 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, 2026Trivium Point Advisory, LLC holds $2,206,676 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (15.8% of the industry book) .
All Filings in PSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,257 | 2,066 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $383,488 | 2,105 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $270,854 | 2,099 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $272,040 | 2,000 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||