Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$14,369
-$1,116 QoQ
Shares Held
85
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,991
of 2,091 holders
Holding Since
Mar 2022
12 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, 2026IAG Wealth Partners, LLC holds $89,723 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (16.0% of the industry book) .
All Filings in PSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,369 | 85 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $15,485 | 85 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $10,968 | 85 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,561 | 85 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,140 | 85 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,495 | 85 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $9,684 | 85 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $24,318 | 185 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $11,999 | 85 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $13,883 | 85 | Shares | Sole | 2024-04-24 | |
| 2023-03-31 | $15,207 | 150 | Shares | Sole | 2023-04-25 | |
| 2022-03-31 | $1,555 | 18 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||