Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$390,336
-$57,462 QoQ
Shares Held
2,309
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,313
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, 2026Uniting Wealth Partners, LLC holds $1,198,556 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (32.6% 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 | $390,336 | 2,309 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $447,798 | 2,458 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $313,567 | 2,430 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $329,984 | 2,426 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $406,693 | 3,409 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $420,325 | 3,404 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $387,248 | 3,399 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||