Position in PSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$295,161
-$19,828 QoQ
Shares Held
1,746
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,490
of 2,093 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Derivatives in PSX
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$71,580
PutShares
600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026SteelPeak Wealth, LLC holds $10,527,097 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (2.8% of the industry book) .
All Filings in PSX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,161 | 1,746 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $314,989 | 1,729 | Shares | Sole | 2026-05-05 | |
| 2025-09-30 | $3,132,404 | 23,029 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,184,686 | 35,077 | Shares | Sole | 2025-07-23 | |
| 2025-06-30 | $71,580 | 600 | Put | Sole | 2025-07-23 | |
| 2025-03-31 | $74,088 | 600 | Put | Sole | 2025-05-01 | |
| 2025-03-31 | $4,118,922 | 33,357 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $1,975,430 | 15,028 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $8,401,026 | 59,510 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $526,934 | 3,226 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $10,182,280 | 76,478 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $349,516 | 2,909 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $201,919 | 2,117 | Shares | Sole | 2023-08-03 | |
| 2022-06-30 | $853,761 | 10,413 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,106,915 | 12,813 | Shares | Sole | 2022-05-10 | |
| 2020-06-30 | $503,731 | 7,006 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $858,668 | 16,005 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||