Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$333,535
-$10,603 QoQ
Shares Held
1,973
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,411
of 2,091 holders
Holding Since
Dec 2023
5 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, 2026Turtle Creek Wealth Advisors, LLC holds $18,560,161 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (1.8% of the industry book) .
All Filings in PSX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,535 | 1,973 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $344,138 | 1,889 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $204,915 | 1,588 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $215,047 | 1,581 | Shares | Sole | 2025-10-29 | |
| 2023-12-31 | $118,494 | 890 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||