Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$341,987
+$121,732 QoQ
Shares Held
2,023
+67.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,394
of 2,091 holders
Holding Since
Mar 2026
2 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, 2026Curated Wealth Partners LLC holds $860,974 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (39.7% of the industry book) .
All Filings in PSX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,987 | 2,023 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $220,255 | 1,209 | Shares | Other | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||