Position in PSX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$235,012
+$14,388 QoQ
Shares Held
1,290
-20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 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, 2026Tradition Wealth Management, LLC holds $679,792 across 1 Oil & Gas Refining & Marketing name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUN |
Sunoco LP
|
10,071 | $679,792 |
All Filings in PSX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $235,012 | 1,290 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $220,624 | 1,622 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $269,209 | 2,048 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $331,608 | 2,349 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $258,567 | 1,583 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $243,779 | 1,831 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $225,521 | 1,877 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $178,360 | 1,870 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $182,585 | 1,801 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $178,289 | 1,713 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $153,529 | 1,902 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $96,420 | 1,176 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,652 | 77 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $5,579 | 77 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,392 | 77 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,149 | 60 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $4,196 | 60 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||