Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,381
+$1,378 QoQ
Shares Held
20
+81.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,057
of 2,093 holders
Holding Since
Mar 2020
18 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, 2026IMA Advisory Services, Inc. holds $5,579,429 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (0.1% of the industry book) .
All Filings in PSX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,381 | 20 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,003 | 11 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $645 | 5 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $680 | 5 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $596 | 5 | Shares | Sole | 2025-08-08 | |
| 2023-03-31 | $3,345 | 33 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,434 | 33 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,663 | 33 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,705 | 33 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $2,850 | 33 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $7,246 | 100 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,003 | 100 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $8,582 | 100 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,154 | 100 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $6,994 | 100 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $5,184 | 100 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $51,480 | 716 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $38,413 | 716 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||