Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$282,144
+$6,324 QoQ
Shares Held
1,669
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,520
of 2,097 holders
Holding Since
Dec 2022
7 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, 2026SageView Advisory Group, LLC holds $2,966,447 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (9.5% of the industry book) .
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,144 | 1,669 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $275,820 | 1,514 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $221,690 | 1,718 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $230,281 | 1,693 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $337,255 | 2,389 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $370,661 | 2,784 | Shares | Sole | 2024-03-06 | |
| 2022-12-31 | $243,234 | 2,337 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||