Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$676
-$52 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,082
of 2,093 holders
Holding Since
Sep 2025
4 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, 2026Breakwater Investment Management holds $3,162 across 4 Oil & Gas Refining & Marketing names. PSX ranks #4 (21.4% of the industry book) .
All Filings in PSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $676 | 4 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $728 | 4 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $516 | 4 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $544 | 4 | Shares | Sole | 2025-10-03 | |
| No filing history on record for this holder in this stock. | ||||||