Position in PSX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$305,811
-$20,291 QoQ
Shares Held
1,809
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,469
of 2,093 holders
Holding Since
Sep 2023
12 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, 2026NAPLES GLOBAL ADVISORS, LLC holds $1,371,313 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (22.3% of the industry book) .
All Filings in PSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,811 | 1,809 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $326,102 | 1,790 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $274,080 | 2,124 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $288,498 | 2,121 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $252,796 | 2,119 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $261,160 | 2,115 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $240,734 | 2,113 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $277,359 | 2,110 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $287,422 | 2,036 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $332,070 | 2,033 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $239,385 | 1,798 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $224,079 | 1,865 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||