Position in PSX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$695,640
-$761,800 QoQ
Shares Held
4,115
-48.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,024
of 2,091 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Derivatives in PSX
reported options exposure · as of Mar 31, 2026CallValue
$3,825,780
CallShares
21,000
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, 2026Jefferies Financial Group Inc. holds $12,364,054 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (5.6% of the industry book) .
All Filings in PSX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $695,640 | 4,115 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $3,825,780 | 21,000 | Call | Defined | 2026-05-08 | |
| 2026-03-31 | $1,457,440 | 8,000 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $4,704,540 | 36,458 | Shares | Defined | 2026-02-09 | |
| 2025-06-30 | $298,250 | 2,500 | Shares | Defined | 2025-08-12 | |
| 2025-06-30 | $2,851,270 | 23,900 | Call | Defined | 2025-08-12 | |
| 2025-03-31 | $941,411 | 7,624 | Shares | Defined | 2025-05-08 | |
| 2025-03-31 | $2,951,172 | 23,900 | Call | Defined | 2025-05-08 | |
| 2024-12-31 | $23,023,999 | 202,089 | Shares | Defined | 2025-02-27 | |
| 2024-12-31 | $2,244,421 | 19,700 | Call | Defined | 2025-02-27 | |
| 2024-06-30 | $5,925,610 | 41,975 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $1,581,104 | 11,200 | Call | Defined | 2024-08-13 | |
| 2024-03-31 | $1,829,408 | 11,200 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $1,234,850 | 7,560 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $10,605,932 | 79,660 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $19,224 | 160 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $7,060,734 | 58,766 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $1,488,309 | 15,604 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,170,736 | 11,548 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||