Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$379,348
-$50,596 QoQ
Shares Held
2,244
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,336
of 2,093 holders
Holding Since
Sep 2023
12 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 Jun 30, 2026Werba Rubin Papier Wealth Management holds $1,033,607 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (36.7% of the industry book) .
All Filings in PSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,348 | 2,244 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $429,944 | 2,360 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $238,724 | 1,850 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $242,251 | 1,781 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $213,069 | 1,786 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $225,597 | 1,827 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $213,390 | 1,873 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $246,074 | 1,872 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $289,963 | 2,054 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $272,941 | 1,671 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $238,453 | 1,791 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $215,188 | 1,791 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||