Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,189,527
-$823,660 QoQ
Shares Held
42,529
-3.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#351
of 2,091 holders
Holding Since
Mar 2020
26 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $14,497,973 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (49.6% of the industry book) .
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,189,527 | 42,529 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,013,187 | 43,985 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,199,210 | 48,041 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,126,068 | 45,038 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,677,248 | 47,588 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,347,548 | 43,307 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,267,589 | 37,458 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,815,144 | 36,631 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,167,527 | 36,605 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,197,413 | 44,064 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,584,291 | 41,943 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,866,323 | 48,825 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,172,970 | 43,751 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $4,440,241 | 43,798 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $4,363,554 | 41,925 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,486,861 | 43,197 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,511,877 | 42,833 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,760,729 | 43,532 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,008,684 | 41,522 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,947,954 | 27,816 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,242,047 | 26,125 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,069,648 | 25,382 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,052,876 | 15,054 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,014,768 | 19,575 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,398,311 | 19,448 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,047,569 | 19,526 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||