Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,873
+$1,785 QoQ
Shares Held
17
+112.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,060
of 2,093 holders
Holding Since
Sep 2025
2 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, 2026IMG Wealth Management, Inc. holds $25,084 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (11.5% of the industry book) .
All Filings in PSX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,873 | 17 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $1,088 | 8 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||