Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$123,406
-$8,674 QoQ
Shares Held
730
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,781
of 2,091 holders
Holding Since
Dec 2024
7 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, 2026Clark Wealth Partners holds $140,503 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (87.8% of the industry book) .
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,406 | 730 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $132,080 | 725 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $92,908 | 720 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $97,934 | 720 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $84,464 | 708 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $86,436 | 700 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $76,674 | 673 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||