Position in PSX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,508,771
-$157,082 QoQ
Shares Held
8,925
-2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#736
of 2,093 holders
Holding Since
Mar 2024
10 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, 2026Fifth Third Wealth Advisors LLC holds $9,258,094 across 5 Oil & Gas Refining & Marketing names. PSX ranks #3 (16.3% of the industry book) .
All Filings in PSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,508,771 | 8,925 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,665,853 | 9,144 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,046,514 | 8,110 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,096,593 | 8,062 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $816,369 | 6,843 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $902,391 | 7,308 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $625,475 | 5,490 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $689,981 | 5,249 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $903,064 | 6,397 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $318,839 | 1,952 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||