Position in PSX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$472,574
+$137,845 QoQ
Shares Held
2,594
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
5 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 Mar 31, 2026GM Advisory Group, LLC holds $844,182 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
2,594 | $472,574 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,504 | $371,608 |
All Filings in PSX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $472,574 | 2,594 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $334,729 | 2,594 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $368,750 | 2,711 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $322,706 | 2,705 | Shares | Sole | 2025-08-13 | |
| 2020-03-31 | $399,102 | 7,439 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||