Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$296,344
-$17,552 QoQ
Shares Held
1,753
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,489
of 2,093 holders
Holding Since
Dec 2022
14 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, 2026Perennial Investment Advisors, LLC holds $774,775 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (38.2% of the industry book) .
All Filings in PSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,344 | 1,753 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $313,896 | 1,723 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $219,238 | 1,699 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $223,888 | 1,646 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $208,894 | 1,751 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $215,966 | 1,749 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $226,094 | 1,720 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $247,753 | 1,755 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $359,674 | 2,202 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $280,525 | 2,107 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $271,779 | 2,262 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $263,916 | 2,767 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $241,487 | 2,382 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $230,745 | 2,217 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||