Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$261,182
-$20,286 QoQ
Shares Held
1,545
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,572
of 2,096 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Alta Advisers Ltd holds $854,414 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (30.6% of the industry book) .
All Filings in PSX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,182 | 1,545 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $281,468 | 1,545 | Shares | Defined | 2026-05-07 | |
| 2025-09-30 | $278,160 | 2,045 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $243,968 | 2,045 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $252,516 | 2,045 | Shares | Defined | 2025-04-25 | |
| 2024-09-30 | $184,030 | 1,400 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $197,638 | 1,400 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $228,676 | 1,400 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $186,396 | 1,400 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $168,210 | 1,400 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $133,532 | 1,400 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $141,932 | 1,400 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $145,712 | 1,400 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $113,008 | 1,400 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||