Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$765,796
+$6,288 QoQ
Shares Held
4,530
+8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#983
of 2,091 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, 2026Rossby Financial, LCC holds $833,691 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (91.9% 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 | $765,796 | 4,530 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $759,508 | 4,169 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $521,321 | 4,040 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $488,583 | 3,592 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $429,480 | 3,600 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $420,696 | 3,407 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $380,526 | 3,340 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||