Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$281,467
+$166,148 QoQ
Shares Held
1,665
+163.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,522
of 2,096 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $471,063 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (59.8% of the industry book) .
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,467 | 1,665 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $115,319 | 633 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $46,195 | 358 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $48,694 | 358 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $42,708 | 358 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $44,205 | 358 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $40,786 | 358 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $73,348 | 558 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $79,195 | 561 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $94,083 | 576 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $81,747 | 614 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $77,255 | 643 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $61,328 | 643 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $56,366 | 556 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $58,700 | 564 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $21,875 | 271 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $20,497 | 250 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $21,597 | 250 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $260,203 | 3,591 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $295,035 | 4,213 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $292,302 | 3,406 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $272,343 | 3,340 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $33,151 | 474 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $28,978 | 559 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $40,192 | 559 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $29,990 | 559 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||