Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,200
-$920 QoQ
Shares Held
84
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,994
of 2,093 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026MPWM ADVISORY SOLUTIONS, LLC holds $27,629 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (51.4% 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 | $14,200 | 84 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,120 | 83 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,710 | 83 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,153 | 82 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,663 | 81 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,742 | 87 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,911 | 87 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||