Position in PSX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$618,046
-$24,867 QoQ
Shares Held
3,656
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,085
of 2,093 holders
Holding Since
Mar 2025
6 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, 2026Apella Capital, LLC holds $2,744,589 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (22.5% of the industry book) .
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,046 | 3,656 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $642,913 | 3,529 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $420,025 | 3,255 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $403,027 | 2,963 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $240,389 | 2,015 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $244,984 | 1,984 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||