Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$471,480
+$63,397 QoQ
Shares Held
2,789
+24.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,212
of 2,091 holders
Holding Since
Mar 2024
8 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, 2026McAdam, LLC holds $3,175,201 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (14.8% of the industry book) .
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,480 | 2,789 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $408,083 | 2,240 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $266,854 | 2,068 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $252,997 | 1,860 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $216,648 | 1,816 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $212,385 | 1,720 | Shares | Sole | 2025-05-21 | |
| 2024-06-30 | $211,049 | 1,495 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $240,926 | 1,475 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||