Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$59,167
-$3,867 QoQ
Shares Held
350
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,862
of 2,093 holders
Holding Since
Dec 2021
19 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, 2026Operose Advisors LLC holds $348,414 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (17.0% of the industry book) .
All Filings in PSX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,167 | 350 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $63,034 | 346 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $44,647 | 346 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $47,062 | 346 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $41,277 | 346 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,854 | 96 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $10,937 | 96 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $23,135 | 176 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $24,845 | 176 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $28,747 | 176 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $23,432 | 176 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $21,146 | 176 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,156 | 96 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,732 | 96 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $9,991 | 96 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,749 | 96 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,871 | 96 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,293 | 96 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,956 | 96 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||