Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$211,312
-$71,067 QoQ
Shares Held
1,250
-19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,687
of 2,093 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Derivatives in PSX
reported options exposure · as of Mar 31, 2022CallValue
$60,473
CallShares
700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026SHUFRO ROSE & CO LLC holds $2,279,066 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (9.3% of the industry book) .
All Filings in PSX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,312 | 1,250 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $282,379 | 1,550 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $200,012 | 1,550 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $377,455 | 2,775 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $331,057 | 2,775 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $342,657 | 2,775 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $233,442 | 2,049 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $269,341 | 2,049 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $289,257 | 2,049 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $359,184 | 2,199 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $259,489 | 1,949 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $264,209 | 2,199 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $209,740 | 2,199 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $222,934 | 2,199 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $228,871 | 2,199 | Shares | Sole | 2023-01-25 | |
| 2022-03-31 | $60,473 | 700 | Call | Sole | 2022-05-09 | |
| 2022-03-31 | $185,738 | 2,150 | Shares | Sole | 2022-05-09 | |
| 2021-06-30 | $205,968 | 2,400 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $207,845 | 2,549 | Shares | Sole | 2021-04-28 | |
| 2020-06-30 | $233,675 | 3,250 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||