Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$416,877
-$46,042 QoQ
Shares Held
2,466
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,274
of 2,091 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $1,137,572 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (36.6% of the industry book) .
All Filings in PSX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,877 | 2,466 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $462,919 | 2,541 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $346,859 | 2,688 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $365,621 | 2,688 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $363,387 | 3,046 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $306,971 | 2,486 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $305,788 | 2,684 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $367,665 | 2,797 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $314,244 | 2,226 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $428,930 | 2,626 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $367,732 | 2,762 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $349,035 | 2,905 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $221,472 | 2,322 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $227,091 | 2,240 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $287,468 | 2,762 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||