Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,521,511
-$806,875 QoQ
Shares Held
32,662
-6.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#411
of 2,091 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, 2026Compass Wealth Management LLC holds $6,315,232 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (87.4% 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 | $5,521,511 | 32,662 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,328,386 | 34,737 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,853,452 | 37,612 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,447,873 | 40,052 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,675,605 | 39,192 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,547,268 | 20,629 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $177,844 | 1,561 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $205,193 | 1,561 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $220,366 | 1,561 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $254,973 | 1,561 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $207,831 | 1,561 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $191,158 | 1,591 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $141,067 | 1,479 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $155,212 | 1,531 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $159,346 | 1,531 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||