Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,094,936
-$76,845 QoQ
Shares Held
6,477
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#848
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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $9,537,811 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (11.5% 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 | $1,094,936 | 6,477 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,171,781 | 6,432 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $804,435 | 6,234 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $795,989 | 5,852 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $683,946 | 5,733 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $510,219 | 4,132 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $291,660 | 2,560 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||