Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$338
-$26 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,089
of 2,097 holders
Holding Since
Dec 2025
3 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, 2026Atlantic Private Wealth, LLC holds $7,032 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (4.8% of the industry book) .
All Filings in PSX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338 | 2 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $364 | 2 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $258 | 2 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||