Position in PSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$278,425
-$19,257 QoQ
Shares Held
1,647
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,524
of 2,093 holders
Holding Since
Mar 2024
6 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, 2026Embree Financial Group holds $1,432,548 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (19.4% of the industry book) .
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,425 | 1,647 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $297,682 | 1,634 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $209,431 | 1,623 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $207,022 | 1,522 | Shares | Sole | 2025-10-09 | |
| 2024-06-30 | $203,849 | 1,444 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $234,066 | 1,433 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||