Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$391,350
-$59,909 QoQ
Shares Held
2,315
-6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,311
of 2,093 holders
Holding Since
Jun 2024
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, 2026Triad Wealth Partners, LLC holds $5,224,304 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (7.5% 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 | $391,350 | 2,315 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $451,259 | 2,477 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $389,442 | 3,018 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $377,047 | 2,772 | Shares | Sole | 2025-10-30 | |
| 2024-06-30 | $9,176 | 65 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||