Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$152,145
-$11,817 QoQ
Shares Held
900
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,764
of 2,093 holders
Holding Since
Dec 2023
11 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, 2026BROADWATER CAPITAL MANAGEMENT LLC holds $933,500 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (16.3% 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 | $152,145 | 900 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $163,962 | 900 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $116,136 | 900 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $122,418 | 900 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $107,370 | 900 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $111,132 | 900 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $102,537 | 900 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $118,305 | 900 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $127,053 | 900 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $147,006 | 900 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $119,826 | 900 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||