Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$846,264
-$49,150 QoQ
Shares Held
5,006
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#955
of 2,096 holders
Holding Since
Dec 2023
11 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, 2026Premier Path Wealth Partners, LLC holds $2,013,147 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (42.0% of the industry book) .
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $846,264 | 5,006 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $895,414 | 4,915 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $594,874 | 4,610 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $769,601 | 5,658 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $599,005 | 5,021 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $643,824 | 5,214 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $581,384 | 5,103 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $743,612 | 5,657 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $777,987 | 5,511 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $729,149 | 4,464 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $584,884 | 4,393 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||