Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,122,322
+$64,585 QoQ
Shares Held
6,639
+14.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#837
of 2,093 holders
Holding Since
Mar 2024
8 quarters on record
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Simplicity Wealth,LLC holds $5,881,415 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (19.1% of the industry book) .
All Filings in PSX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,122,322 | 6,639 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,057,737 | 5,806 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $701,719 | 5,438 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $697,102 | 5,125 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $534,941 | 4,484 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $372,045 | 3,013 | Shares | Sole | 2025-04-15 | |
| 2024-06-30 | $1,259,801 | 8,924 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,408,480 | 8,623 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||