Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$528,112
+$7,260 QoQ
Shares Held
3,124
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,154
of 2,093 holders
Holding Since
Sep 2025
4 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, 2026Root Financial Partners, LLC holds $1,279,232 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (41.3% 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 | $528,112 | 3,124 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $520,852 | 2,859 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $182,591 | 1,415 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $233,682 | 1,718 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||