Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$634,444
+$12,482 QoQ
Shares Held
3,753
+9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,075
of 2,093 holders
Holding Since
Mar 2020
13 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, 2026Advisory Alpha, LLC holds $2,941,698 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (21.6% of the industry book) .
All Filings in PSX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,444 | 3,753 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $621,962 | 3,414 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $409,443 | 3,173 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $421,117 | 3,096 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $367,801 | 3,083 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $358,956 | 2,907 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $329,713 | 2,894 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $251,726 | 1,915 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $232,648 | 1,648 | Shares | Sole | 2024-08-21 | |
| 2024-03-31 | $256,770 | 1,572 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $210,893 | 1,584 | Shares | Sole | 2024-01-23 | |
| 2020-09-30 | $38,880 | 750 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $42,490 | 792 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||