Position in PSX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$210,053
+$3,918 QoQ
Shares Held
1,153
-8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
6 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, 2026DUMONT & BLAKE INVESTMENT ADVISORS LLC holds $203,924 across 1 Oil & Gas Refining & Marketing name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
783 | $203,924 |
All Filings in PSX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,053 | 1,153 | Shares | Sole | 2026-04-28 | |
| 2024-03-31 | $206,135 | 1,262 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $210,627 | 1,582 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $235,133 | 1,957 | Shares | Sole | 2023-10-30 | |
| 2023-03-31 | $235,404 | 2,322 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $241,673 | 2,322 | Shares | Sole | 2023-01-26 | |
| No filing history on record for this holder in this stock. | ||||||