Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,635
-$749 QoQ
Shares Held
57
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,015
of 2,093 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $1,237,131 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (0.8% of the industry book) .
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,635 | 57 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $10,384 | 57 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,355 | 57 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,753 | 57 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,800 | 57 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,038 | 57 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $6,494 | 57 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,492 | 57 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $8,046 | 57 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $9,310 | 57 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $931 | 7 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $841 | 7 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $667 | 7 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $709 | 7 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $728 | 7 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $565 | 7 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $573 | 7 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $604 | 7 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $507 | 7 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $490 | 7 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $600 | 7 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $570 | 7 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $489 | 7 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $362 | 7 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $503 | 7 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $131,925 | 2,459 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||