Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$490,583
-$38,103 QoQ
Shares Held
2,902
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,190
of 2,091 holders
Holding Since
Dec 2024
7 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, 2026Persium Advisors, LLC holds $490,583 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
2,902 | $490,583 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,583 | 2,902 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $528,686 | 2,902 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $376,409 | 2,917 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $394,730 | 2,902 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $346,208 | 2,902 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $358,338 | 2,902 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $342,017 | 3,002 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||