Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$50,715
-$3,939 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,879
of 2,097 holders
Holding Since
Jun 2025
5 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, 2026Boreal Capital Management LLC holds $72,708 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (69.8% of the industry book) .
All Filings in PSX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,715 | 300 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $54,654 | 300 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $38,712 | 300 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $40,806 | 300 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $35,790 | 300 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||