Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$903,233
+$16,566 QoQ
Shares Held
5,343
+9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#922
of 2,093 holders
Holding Since
Jun 2022
17 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, 2026Advisor OS, LLC holds $1,534,415 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (58.9% of the industry book) .
All Filings in PSX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $903,233 | 5,343 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $886,667 | 4,867 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $661,326 | 5,125 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $620,113 | 4,559 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $563,451 | 4,723 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $477,743 | 3,869 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $450,590 | 3,955 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $538,284 | 4,095 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $557,759 | 3,951 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $635,880 | 3,893 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $425,112 | 3,193 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $369,819 | 3,078 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $874,345 | 9,167 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,398,635 | 13,796 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,440,673 | 13,842 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $569,153 | 7,051 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $637,961 | 7,781 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||