Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$964,599
-$78,745 QoQ
Shares Held
5,706
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#901
of 2,096 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026CERTUITY, LLC holds $1,501,834 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (64.2% of the industry book) .
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $964,599 | 5,706 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,043,344 | 5,727 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $708,429 | 5,490 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $782,931 | 5,756 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $692,894 | 5,808 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $716,677 | 5,804 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $662,161 | 5,812 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $795,798 | 6,054 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $908,005 | 6,432 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $619,058 | 3,790 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $818,278 | 6,146 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||