Position in PSX
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$18,595
-$1,262 QoQ
Shares Held
110
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,977
of 2,093 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, 2026Roxbury Financial LLC holds $156,912 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (11.9% of the industry book) .
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,595 | 110 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $19,857 | 109 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $14,065 | 109 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $14,690 | 108 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $12,765 | 107 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $12,965 | 105 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $11,734 | 103 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||