Position in PSX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$444,263
-$29,587 QoQ
Shares Held
2,628
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,239
of 2,093 holders
Holding Since
Sep 2024
8 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, 2026Diversified Enterprises, LLC holds $1,386,702 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (32.0% of the industry book) .
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,263 | 2,628 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $473,850 | 2,601 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $312,534 | 2,422 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $287,682 | 2,115 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $257,807 | 2,161 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $277,336 | 2,246 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $217,948 | 1,913 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $251,332 | 1,912 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||