Position in PSX
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$215,701
-$4,872 QoQ
Shares Held
1,184
-29.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Redwood Wealth Management Group, LLC holds $941,326 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (22.9% of the industry book) .
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $215,701 | 1,184 | Shares | Sole | 2026-04-24 | |
| 2024-09-30 | $220,573 | 1,678 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $260,740 | 1,847 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $304,629 | 1,865 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $241,515 | 1,814 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $223,839 | 1,863 | Shares | Sole | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||