Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$304,120
-$25,079 QoQ
Shares Held
1,799
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,473
of 2,093 holders
Holding Since
Sep 2024
8 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, 2026Peterson Wealth Services holds $5,388,398 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (5.6% of the industry book) .
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,120 | 1,799 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $329,199 | 1,807 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $194,592 | 1,508 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $489,808 | 3,601 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $172,627 | 1,447 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $197,568 | 1,600 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $186,161 | 1,634 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $212,686 | 1,618 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||