Position in PSX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$12,002
+$5,444 QoQ
Shares Held
71
+97.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,002
of 2,091 holders
Holding Since
Sep 2025
4 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $60,472 across 5 Oil & Gas Refining & Marketing names. PSX ranks #3 (19.8% of the industry book) .
All Filings in PSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,002 | 71 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $6,558 | 36 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,226 | 25 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,856 | 21 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||