Position in PSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$430,063
+$18,519 QoQ
Shares Held
2,544
+12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,258
of 2,093 holders
Holding Since
Mar 2020
13 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, 2026Red Door Wealth Management, LLC holds $2,159,894 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (19.9% of the industry book) .
All Filings in PSX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,063 | 2,544 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $411,544 | 2,259 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $284,275 | 2,203 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $299,516 | 2,202 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $268,663 | 2,252 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $271,162 | 2,196 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $259,646 | 2,279 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $258,036 | 1,963 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $255,941 | 1,813 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $325,863 | 1,995 | Shares | Sole | 2024-04-17 | |
| 2021-06-30 | $27,891 | 325 | Shares | Sole | 2021-07-29 | |
| 2020-06-30 | $934 | 13 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $697 | 13 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||