Position in PSX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$125,266
-$5,617,127 QoQ
Shares Held
741
-98.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,777
of 2,091 holders
Holding Since
Jun 2024
3 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, 2026Buck Wealth Strategies, LLC holds $340,942 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (36.7% of the industry book) .
All Filings in PSX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,266 | 741 | Shares | Sole | 2026-07-30 | |
| 2024-09-30 | $5,742,393 | 43,685 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,827,404 | 48,363 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||