Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$48,855
-$2,519 QoQ
Shares Held
289
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#675
of 792 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, 2026Morton Brown Family Wealth, LLC holds $273,485 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (17.9% of the industry book) .
All Filings in PSX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,855 | 289 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $51,374 | 282 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $36,389 | 282 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $28,156 | 207 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $24,695 | 207 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $25,560 | 207 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $23,583 | 207 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $27,210 | 207 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $29,504 | 209 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $35,281 | 216 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $29,024 | 218 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $26,312 | 219 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $20,888 | 219 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $22,202 | 219 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $22,793 | 219 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $17,677 | 219 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $19,513 | 238 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $20,560 | 238 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $17,245 | 238 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||