Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$373,769
-$28,666 QoQ
Shares Held
2,211
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,339
of 2,091 holders
Holding Since
Mar 2022
18 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, 2026Berger Financial Group, Inc holds $10,534,054 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (3.5% of the industry book) .
All Filings in PSX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,769 | 2,211 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $402,435 | 2,209 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $295,243 | 2,288 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $333,385 | 2,451 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $309,225 | 2,592 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $385,504 | 3,122 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,547,629 | 39,916 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,129,573 | 39,023 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,506,900 | 39,009 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,413,218 | 39,263 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $6,016,197 | 45,187 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,578,804 | 46,432 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,439,557 | 46,546 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,840,590 | 47,747 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $5,924,858 | 56,926 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $4,563,908 | 56,540 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $4,511,171 | 55,021 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,753,177 | 55,020 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||