Position in PSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$243,262
-$145,874 QoQ
Shares Held
1,439
-32.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,596
of 2,093 holders
Holding Since
Mar 2021
21 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, 2026PFG Advisors holds $2,938,836 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (8.3% of the industry book) .
All Filings in PSX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,262 | 1,439 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $389,136 | 2,136 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $236,788 | 1,835 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $326,448 | 2,400 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $334,278 | 2,802 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $365,747 | 2,962 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $270,697 | 2,376 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $367,928 | 2,799 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $491,412 | 3,481 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $617,098 | 3,778 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $479,437 | 3,601 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $467,743 | 3,893 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $456,011 | 4,781 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $526,060 | 5,189 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $544,026 | 5,227 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $423,214 | 5,243 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $301,969 | 3,683 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $295,021 | 3,415 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $302,158 | 4,170 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $248,706 | 2,898 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $236,302 | 2,898 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||