Position in PSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$666,395
-$48,297 QoQ
Shares Held
3,942
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,045
of 2,093 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, 2026Southland Equity Partners LLC holds $1,430,129 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (46.6% 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 | $666,395 | 3,942 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $714,692 | 3,923 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $506,352 | 3,924 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $531,702 | 3,909 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $455,845 | 3,821 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $477,744 | 3,869 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $434,984 | 3,818 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $426,555 | 3,245 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $315,514 | 2,235 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $385,482 | 2,360 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $270,540 | 2,032 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $221,076 | 1,840 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||