Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$358,893
+$10,748 QoQ
Shares Held
2,123
+11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,362
of 2,093 holders
Holding Since
Mar 2025
5 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, 2026Prosperity Consulting Group, LLC holds $7,833,093 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (4.6% of the industry book) .
All Filings in PSX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,893 | 2,123 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $348,145 | 1,911 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $232,142 | 1,799 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $223,344 | 1,642 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $213,373 | 1,728 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||