Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,185,639
-$580,511 QoQ
Shares Held
42,506
-0.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#353
of 2,096 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026AlTi Global, Inc. holds $12,278,096 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (58.5% of the industry book) .
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,185,639 | 42,506 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $7,766,150 | 42,629 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $5,500,845 | 42,629 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,481,760 | 47,653 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $5,324,239 | 44,629 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $5,214,806 | 42,232 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,157,765 | 62,826 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $375,289 | 2,855 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $402,615 | 2,852 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $455,065 | 2,786 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,309,267 | 62,410 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||