Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$920,308
+$33,638 QoQ
Shares Held
5,444
+11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#914
of 2,093 holders
Holding Since
Dec 2025
3 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, 2026Rothschild Wealth LLC holds $1,438,100 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (64.0% of the industry book) .
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $920,308 | 5,444 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $886,670 | 4,867 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $418,992 | 3,247 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||