Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$831,387
-$90,990 QoQ
Shares Held
4,918
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#960
of 2,093 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026KCM INVESTMENT ADVISORS LLC holds $4,497,233 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (18.5% of the industry book) .
All Filings in PSX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $831,387 | 4,918 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $922,377 | 5,063 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $593,584 | 4,600 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $630,588 | 4,636 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $544,246 | 4,562 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $568,254 | 4,602 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $538,547 | 4,727 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $621,364 | 4,727 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $667,310 | 4,727 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $772,108 | 4,727 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $520,976 | 3,913 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $467,623 | 3,892 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $366,449 | 3,842 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $400,146 | 3,947 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $400,708 | 3,850 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $394,699 | 4,814 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $322,925 | 3,738 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $289,405 | 3,994 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $282,220 | 4,030 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $373,746 | 4,355 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $355,106 | 4,355 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $288,152 | 4,120 | Shares | Sole | 2021-02-19 | |
| No filing history on record for this holder in this stock. | ||||||