Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$351,285
-$30,017 QoQ
Shares Held
2,078
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,376
of 2,093 holders
Holding Since
Dec 2022
13 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, 2026Cassaday & Co Wealth Management LLC holds $854,243 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (41.1% 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 | $351,285 | 2,078 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $381,302 | 2,093 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $270,080 | 2,093 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $312,573 | 2,298 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $282,860 | 2,371 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $278,570 | 2,256 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $231,277 | 2,030 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $257,379 | 1,958 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $276,410 | 1,958 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $319,819 | 1,958 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $260,688 | 1,958 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $235,253 | 1,958 | Shares | Sole | 2023-11-06 | |
| 2022-12-31 | $203,580 | 1,956 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||