Position in PSX
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$15,045
-$10,095 QoQ
Shares Held
89
-35.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,989
of 2,091 holders
Holding Since
Dec 2023
11 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, 2026Dogwood Wealth Management LLC holds $79,389 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (19.0% of the industry book) .
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,045 | 89 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $25,140 | 138 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,032 | 39 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,352 | 32 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,936 | 33 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,333 | 27 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $519,406 | 4,559 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $508,185 | 3,866 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $8 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $9 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $12 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||