Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$24,174
+$5,956 QoQ
Shares Held
143
+43.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,953
of 2,096 holders
Holding Since
Jun 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, 2026Creative Capital Management Investments LLC holds $142,276 across 6 Oil & Gas Refining & Marketing names. PSX ranks #2 (17.0% 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 | $24,174 | 143 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $18,218 | 100 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $12,904 | 100 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $13,602 | 100 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,930 | 100 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $12,348 | 100 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $13,329 | 117 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $13,145 | 100 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $14,117 | 100 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||