Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$277,072
-$21,521 QoQ
Shares Held
1,639
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,529
of 2,096 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $339,950 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (81.5% 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 | $277,072 | 1,639 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $298,593 | 1,639 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $211,496 | 1,639 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $222,936 | 1,639 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $195,532 | 1,639 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $203,369 | 1,647 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $299,294 | 2,627 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||