Position in PSX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$528,957
-$53,836 QoQ
Shares Held
3,129
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,155
of 2,097 holders
Holding Since
Dec 2023
11 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, 2026VISTA INVESTMENT PARTNERS LLC holds $1,791,906 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (29.5% of the industry book) .
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,957 | 3,129 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $582,793 | 3,199 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $412,669 | 3,198 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $434,991 | 3,198 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $376,749 | 3,158 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $389,949 | 3,158 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $359,790 | 3,158 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $382,519 | 2,910 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $410,804 | 2,910 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,358,498 | 8,317 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $925,589 | 6,952 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||