Position in PSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$980,997
-$34,474 QoQ
Shares Held
5,803
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#894
of 2,096 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $2,601,793 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (37.7% of the industry book) .
All Filings in PSX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $980,997 | 5,803 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,015,471 | 5,574 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $733,076 | 5,681 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $687,717 | 5,056 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $447,971 | 3,755 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $467,742 | 3,788 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $414,135 | 3,635 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $422,611 | 3,215 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $423,368 | 2,999 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $428,114 | 2,621 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $311,547 | 2,340 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $271,298 | 2,258 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $201,537 | 2,113 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $220,197 | 2,172 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $212,947 | 2,046 | Shares | Sole | 2023-01-24 | |
| 2022-03-31 | $364,000 | 31,445 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||