Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$267,944
-$5,143 QoQ
Shares Held
1,585
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,552
of 2,093 holders
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026PGIM Custom Harvest LLC holds $736,761 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (36.4% 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 | $267,944 | 1,585 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $273,087 | 1,499 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $218,856 | 1,609 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $227,326 | 1,841 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $209,745 | 1,841 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $230,300 | 1,752 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $232,789 | 1,649 | Shares | Sole | 2024-08-14 | |
| 2021-09-30 | $64,637 | 923 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $79,211 | 923 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $75,261 | 923 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $64,554 | 923 | Shares | Other | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||