Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,716,533
-$133,322 QoQ
Shares Held
10,154
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#694
of 2,093 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Smith Group Asset Management, LLC holds $29,207,757 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (5.9% of the industry book) .
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,716,533 | 10,154 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,849,855 | 10,154 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,310,272 | 10,154 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,375,298 | 10,111 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,203,021 | 10,084 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,245,172 | 10,084 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,148,870 | 10,084 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||