Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,621
-$670 QoQ
Shares Held
51
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,026
of 2,093 holders
Holding Since
Jun 2025
5 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, 2026RMG Wealth Management LLC holds $13,288 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (64.9% of the industry book) .
All Filings in PSX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,621 | 51 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,291 | 51 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,581 | 51 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,937 | 51 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $6,084 | 51 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||