Position in PSX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$382,897
-$4,417 QoQ
Shares Held
2,265
+6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,326
of 2,093 holders
Holding Since
Jun 2023
12 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, 2026Portside Wealth Group, LLC holds $3,644,661 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (10.5% 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 | $382,897 | 2,265 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $387,314 | 2,126 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $262,725 | 2,036 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $276,528 | 2,033 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $233,588 | 1,958 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $235,845 | 1,910 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $202,453 | 1,777 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $227,802 | 1,733 | Shares | Other | 2024-10-31 | |
| 2024-03-31 | $275,227 | 1,685 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $432,705 | 3,250 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $458,732 | 3,818 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $378,849 | 3,972 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||