Position in PSX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$35,331
-$1,105 QoQ
Shares Held
209
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,912
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, 2026Navigoe, LLC holds $45,705 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (77.3% 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 | $35,331 | 209 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $36,436 | 200 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $25,808 | 200 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $27,204 | 200 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $23,860 | 200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,696 | 200 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $22,786 | 200 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||