Position in PSX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,748,107
-$305,201 QoQ
Shares Held
28,087
+1.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#444
of 2,091 holders
Holding Since
Jun 2021
20 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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $7,155,517 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (66.4% of the industry book) .
All Filings in PSX
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,748,107 | 28,087 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,053,308 | 27,738 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,210,575 | 32,630 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,462,000 | 32,804 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,072,782 | 34,139 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,232,770 | 34,279 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,640,027 | 40,727 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,824,812 | 44,312 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,922,222 | 41,951 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $6,520,206 | 39,918 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,260,494 | 39,511 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,928,192 | 41,017 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,349,745 | 35,120 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,538,770 | 34,906 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,359,077 | 32,274 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $720,587 | 8,927 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $729,465 | 8,897 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $599,719 | 6,942 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $271,072 | 3,741 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $210,001 | 2,447 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||