Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$309,192
-$22,922 QoQ
Shares Held
1,829
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,461
of 2,091 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, 2026Trueblood Wealth Management, LLC holds $2,263,311 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (13.7% 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 | $309,192 | 1,829 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $332,114 | 1,823 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $234,465 | 1,817 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $249,596 | 1,835 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $218,199 | 1,829 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $224,980 | 1,822 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $206,896 | 1,816 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $237,924 | 1,810 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $276,269 | 1,957 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $318,839 | 1,952 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $290,378 | 2,181 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||