Position in PSX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,888
-$302 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,051
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, 2026Carolina Wealth Advisors, LLC holds $395,132 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (1.0% 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 | $3,888 | 23 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,190 | 23 | Shares | Sole | 2026-04-07 | |
| No filing history on record for this holder in this stock. | ||||||