Position in PSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,179,730
-$137,417 QoQ
Shares Held
12,894
+1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#628
of 2,093 holders
Holding Since
Dec 2022
15 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, 2026Wedmont Private Capital holds $6,137,515 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (35.5% of the industry book) .
All Filings in PSX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,179,730 | 12,894 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,317,147 | 12,719 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,507,832 | 11,685 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,616,733 | 11,886 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,364,076 | 11,434 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $812,621 | 6,581 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $781,104 | 6,856 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $789,883 | 6,009 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,029,693 | 7,294 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $809,023 | 4,953 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $548,803 | 4,122 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $377,150 | 3,139 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $273,645 | 2,869 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $379,769 | 3,746 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $278,934 | 2,680 | Shares | Sole | 2023-01-09 | |
| No filing history on record for this holder in this stock. | ||||||