Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,017,511
-$75,022 QoQ
Shares Held
6,019
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#878
of 2,093 holders
Holding Since
Dec 2020
23 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, 2026Valmark Advisers, Inc. holds $2,462,185 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (41.3% of the industry book) .
All Filings in PSX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,017,511 | 6,019 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,092,533 | 5,997 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $799,660 | 6,197 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $838,291 | 6,163 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $758,390 | 6,357 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $791,630 | 6,411 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $765,837 | 6,722 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $870,330 | 6,621 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $912,240 | 6,462 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,056,646 | 6,469 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $834,654 | 6,269 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $737,841 | 6,141 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $580,101 | 6,082 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $616,289 | 6,079 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $643,526 | 6,183 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $495,055 | 6,133 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $498,991 | 6,086 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $472,726 | 5,472 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $329,620 | 4,549 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $353,231 | 5,044 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,001,433 | 11,669 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $918,221 | 11,261 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $743,881 | 10,636 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||