Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$370,895
-$2,756 QoQ
Shares Held
2,194
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,343
of 2,093 holders
Holding Since
Sep 2020
5 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, 2026Founders Financial Alliance, LLC holds $875,292 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (42.4% of the industry book) .
All Filings in PSX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,895 | 2,194 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $373,651 | 2,051 | Shares | Sole | 2026-05-11 | |
| 2024-03-31 | $261,670 | 1,602 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $205,435 | 1,543 | Shares | Sole | 2024-02-09 | |
| 2020-09-30 | $51,838 | 1,000 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||