Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,132,527
-$548,391 QoQ
Shares Held
30,361
-2.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#430
of 2,091 holders
Holding Since
Mar 2022
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, 2026Focus Partners Advisor Solutions, LLC holds $13,821,083 across 6 Oil & Gas Refining & Marketing names. PSX ranks #1 (37.1% of the industry book) .
All Filings in PSX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,132,527 | 30,361 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $5,680,918 | 31,183 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,719,319 | 28,823 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,217,844 | 31,009 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,398,315 | 11,721 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,500,405 | 12,151 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,075,613 | 9,441 | Shares | Other | 2025-02-18 | |
| 2024-09-30 | $1,179,632 | 8,974 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,149,123 | 8,140 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,560,877 | 9,556 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $220,479 | 1,656 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $303,859 | 2,529 | Shares | Other | 2023-11-15 | |
| 2023-03-31 | $199,921 | 1,972 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $322,439 | 3,098 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $412,802 | 5,114 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $280,077 | 3,416 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $287,765 | 3,331 | Shares | Other | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||