Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$428,372
-$44,020 QoQ
Shares Held
2,534
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,258
of 2,091 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, 2026Kera Capital Partners, Inc. holds $889,117 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (48.2% 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 | $428,372 | 2,534 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $472,392 | 2,593 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $312,534 | 2,422 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $306,997 | 2,257 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||