Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$208,607
-$17,114 QoQ
Shares Held
1,234
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,698
of 2,091 holders
Holding Since
Mar 2023
14 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $321,798 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (64.8% of the industry book) .
All Filings in PSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,607 | 1,234 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $225,721 | 1,239 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $174,333 | 1,351 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $183,354 | 1,348 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $162,009 | 1,358 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $172,501 | 1,397 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $159,957 | 1,404 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $187,184 | 1,424 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $201,167 | 1,425 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $235,209 | 1,440 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $197,579 | 1,484 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $186,232 | 1,550 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $149,174 | 1,564 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $66,099 | 652 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||