Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$106,839
-$7,387 QoQ
Shares Held
632
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,802
of 2,093 holders
Holding Since
Dec 2022
15 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, 2026DecisionPoint Financial, LLC holds $137,672 across 6 Oil & Gas Refining & Marketing names. PSX ranks #1 (77.6% of the industry book) .
All Filings in PSX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,839 | 632 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $114,226 | 627 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $80,908 | 627 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $544 | 4 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $60,127 | 504 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $61,740 | 500 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $56,965 | 500 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $65,725 | 500 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $70,585 | 500 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $96,860 | 593 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $71,629 | 538 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $60,075 | 500 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $47,690 | 500 | Shares | Sole | 2023-09-26 | |
| 2023-03-31 | $50,690 | 500 | Shares | Sole | 2023-09-26 | |
| 2022-12-31 | $52,040 | 500 | Shares | Sole | 2023-09-26 | |
| No filing history on record for this holder in this stock. | ||||||