Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,340
+$10,701 QoQ
Shares Held
73
+711.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,000
of 2,091 holders
Holding Since
Mar 2026
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, 2026Synergy Investment Management, LLC holds $128,605 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (9.6% of the industry book) .
All Filings in PSX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,340 | 73 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,639 | 9 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||