Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$43,783
-$1,215 QoQ
Shares Held
259
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,890
of 2,091 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Gen-Wealth Partners Inc holds $253,275 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (17.3% of the industry book) .
All Filings in PSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,783 | 259 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $44,998 | 247 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $31,872 | 247 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $33,596 | 247 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,467 | 247 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $30,499 | 247 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $28,140 | 247 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,468 | 247 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $166,862 | 1,182 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $193,067 | 1,182 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||