Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$541,298
-$37,305 QoQ
Shares Held
3,202
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,146
of 2,091 holders
Holding Since
Jun 2022
14 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, 2026OneAscent Financial Services LLC holds $2,061,903 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (26.3% of the industry book) .
All Filings in PSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,298 | 3,202 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $578,603 | 3,176 | Shares | Sole | 2026-04-21 | |
| 2025-09-30 | $381,536 | 2,805 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $362,910 | 3,042 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $720,382 | 5,834 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $311,712 | 2,736 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $358,464 | 2,727 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $790,892 | 4,842 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $769,682 | 5,781 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $384,119 | 3,197 | Shares | Sole | 2023-10-13 | |
| 2023-03-31 | $290,352 | 2,864 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $355,537 | 3,416 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $312,790 | 3,875 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $377,399 | 4,603 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||