Position in PSX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$38,036
+$1,600 QoQ
Shares Held
225
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,901
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, 2026Fourth Dimension Wealth, LLC holds $983,971 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (3.9% 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 | $38,036 | 225 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $36,436 | 200 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $25,808 | 200 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $27,204 | 200 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $23,860 | 200 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $55,566 | 450 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $22,786 | 200 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||