Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,438
-$213 QoQ
Shares Held
44
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,033
of 2,093 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $82,569 across 5 Oil & Gas Refining & Marketing names. PSX ranks #3 (9.0% of the industry book) .
All Filings in PSX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,438 | 44 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,651 | 42 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,419 | 42 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,712 | 42 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,010 | 42 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,186 | 42 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,025 | 9 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $36,806 | 280 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $39,949 | 283 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||