Position in PSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$233,965
-$22,362 QoQ
Shares Held
1,384
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,626
of 2,096 holders
Holding Since
Dec 2023
7 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, 2026Secure Asset Management, LLC holds $738,198 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (31.7% of the industry book) .
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,965 | 1,384 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $256,327 | 1,407 | Shares | Sole | 2026-04-09 | |
| 2024-12-31 | $237,202 | 2,082 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $272,364 | 2,072 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $284,739 | 2,017 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $247,623 | 1,516 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $200,641 | 1,507 | Shares | Sole | 2024-01-22 | |
| No filing history on record for this holder in this stock. | ||||||