Position in PSX
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$11,086,299
+$192,300 QoQ
Shares Held
65,580
+9.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#281
of 2,093 holders
Holding Since
Dec 2023
9 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, 2026Rakuten Investment Management, Inc. holds $36,010,864 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (30.8% of the industry book) .
All Filings in PSX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,086,299 | 65,580 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $10,893,999 | 59,798 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,846,217 | 53,055 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,809,041 | 108,874 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $4,660,999 | 37,747 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $3,130,744 | 23,817 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $2,555,741 | 18,104 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $1,902,747 | 11,649 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $145,255 | 1,091 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||