Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$269,634
-$20,760 QoQ
Shares Held
1,595
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,545
of 2,093 holders
Holding Since
Dec 2022
11 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, 2026Sovereign Financial Group, Inc. holds $1,966,603 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (13.7% of the industry book) .
All Filings in PSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,634 | 1,595 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $290,394 | 1,594 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $205,689 | 1,594 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $226,745 | 1,667 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $212,262 | 1,719 | Shares | Sole | 2025-04-11 | |
| 2024-09-30 | $243,445 | 1,852 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $262,152 | 1,857 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $303,159 | 1,856 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $226,471 | 1,701 | Shares | Sole | 2024-02-06 | |
| 2023-03-31 | $205,497 | 2,027 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $210,970 | 2,027 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||