Position in PSX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$41,924
-$2,892 QoQ
Shares Held
248
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,903
of 2,096 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $78,327 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (53.5% of the industry book) .
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,924 | 248 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $44,816 | 246 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $31,485 | 244 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $32,916 | 242 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $28,632 | 240 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $29,264 | 237 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||