Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,201,776
-$4,073 QoQ
Shares Held
7,109
+7.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#817
of 2,096 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $5,818,386 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (20.7% of the industry book) .
All Filings in PSX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,201,776 | 7,109 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,205,849 | 6,619 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $852,438 | 6,606 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $256,669 | 1,887 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $209,490 | 1,756 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $215,102 | 1,742 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $267,393 | 2,347 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $957,350 | 7,283 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $743,965 | 5,270 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,152,527 | 7,056 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $910,544 | 6,839 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $629,225 | 5,237 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||