Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$532,845
-$51,952 QoQ
Shares Held
3,152
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,152
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, 2026Cyndeo Wealth Partners, LLC holds $1,727,214 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (30.8% 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 | $532,845 | 3,152 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $584,797 | 3,210 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $433,961 | 3,363 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $462,059 | 3,397 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $5,030,523 | 42,167 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,019,091 | 40,647 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,824,438 | 24,791 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,794,364 | 21,258 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,008,473 | 21,311 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $9,073,373 | 55,549 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $9,051,656 | 67,986 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $6,888,680 | 57,334 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,164,350 | 54,145 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,038,472 | 39,835 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,169,131 | 30,449 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||