Position in PSX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$360,583
-$190,329 QoQ
Shares Held
2,133
-29.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,362
of 2,096 holders
Holding Since
Mar 2024
9 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, 2026CATALYST FINANCIAL PARTNERS LLC holds $2,179,293 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (16.5% of the industry book) .
All Filings in PSX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,583 | 2,133 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $550,912 | 3,024 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $368,667 | 2,857 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $253,949 | 1,867 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $206,985 | 1,735 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $209,545 | 1,697 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $212,028 | 1,613 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $213,731 | 1,514 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $235,209 | 1,440 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||