Position in PSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$99,908
-$10,310 QoQ
Shares Held
591
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,808
of 2,093 holders
Holding Since
Dec 2024
7 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, 2026HAGER INVESTMENT MANAGEMENT SERVICES, LLC holds $119,321 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (83.7% of the industry book) .
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,908 | 591 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $110,218 | 605 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $78,069 | 605 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $95,350 | 701 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $89,355 | 749 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $177,564 | 1,438 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $152,894 | 1,342 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||