Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,390,267
+$336,174 QoQ
Shares Held
8,224
+42.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#767
of 2,093 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $5,526,132 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (25.2% of the industry book) .
All Filings in PSX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,390,267 | 8,224 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,054,093 | 5,786 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $625,456 | 4,847 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $621,067 | 4,566 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $379,970 | 3,185 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $389,579 | 3,155 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $349,423 | 3,067 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $380,547 | 2,895 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $459,931 | 3,258 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $450,655 | 2,759 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $359,877 | 2,703 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $295,569 | 2,460 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $210,599 | 2,208 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||