Position in PSX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$258,476
-$8,235 QoQ
Shares Held
1,529
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,572
of 2,093 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Cromwell Holdings LLC holds $1,004,001 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (25.7% of the industry book) .
All Filings in PSX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,476 | 1,529 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $266,711 | 1,464 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $188,914 | 1,464 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $199,133 | 1,464 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $174,654 | 1,464 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $172,378 | 1,396 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $159,046 | 1,396 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $183,504 | 1,396 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $197,073 | 1,396 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||