Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,644,856
-$135,589 QoQ
Shares Held
9,730
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#709
of 2,091 holders
Holding Since
Mar 2020
26 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, 2026SMITH, MOORE & CO. holds $4,242,360 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (38.8% of the industry book) .
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,644,856 | 9,730 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,780,445 | 9,773 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,247,042 | 9,664 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,355,847 | 9,968 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,193,954 | 10,008 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,215,537 | 9,844 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,222,696 | 10,732 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,398,759 | 10,641 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,706,886 | 12,091 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,935,579 | 11,850 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,693,540 | 12,720 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,518,936 | 12,642 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,123,862 | 11,783 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,120,755 | 11,055 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,137,386 | 10,928 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $899,947 | 11,149 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $980,846 | 11,963 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,068,817 | 12,372 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $864,375 | 11,929 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $824,183 | 11,769 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,016,795 | 11,848 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $928,088 | 11,382 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $746,469 | 10,673 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $601,551 | 11,604 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $664,427 | 9,241 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $543,474 | 10,130 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||