Position in PSX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,863,945
-$178,474 QoQ
Shares Held
11,026
-1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#673
of 2,091 holders
Holding Since
Mar 2020
26 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, 2026Dynamic Advisor Solutions LLC holds $4,705,220 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (39.6% of the industry book) .
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,863,945 | 11,026 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,042,419 | 11,211 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,408,987 | 10,919 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,606,396 | 11,810 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,421,220 | 11,913 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,501,393 | 12,159 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,385,160 | 12,158 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,634,580 | 12,435 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,784,953 | 12,644 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,125,870 | 13,015 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,783,010 | 13,392 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,560,868 | 12,991 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,702,246 | 17,847 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,864,479 | 18,391 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,900,500 | 18,260 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,421,802 | 17,614 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,378,333 | 16,811 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,430,186 | 16,555 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,218,994 | 16,823 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,192,400 | 17,027 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $828,334 | 9,652 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $720,895 | 8,841 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $257,728 | 3,685 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $213,995 | 4,128 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $629,053 | 8,749 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $353,499 | 6,589 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||