Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$74,212
+$15,186 QoQ
Shares Held
439
+35.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,840
of 2,091 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $164,652 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (45.1% 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 | $74,212 | 439 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $59,026 | 324 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $29,034 | 225 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $28,564 | 210 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $25,053 | 210 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||