Position in PSX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,157,585
-$135,879 QoQ
Shares Held
12,763
+1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#633
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, 2026Valeo Financial Advisors, LLC holds $6,107,194 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (35.3% 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 | $2,157,585 | 12,763 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,293,464 | 12,589 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,915,727 | 14,846 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,023,161 | 14,874 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,808,468 | 15,159 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $1,854,546 | 15,019 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,615,869 | 14,183 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,909,574 | 14,527 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,818,269 | 12,880 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,092,385 | 12,810 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,848,648 | 13,885 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,678,495 | 13,970 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,227,826 | 12,873 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,121,262 | 11,060 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,149,459 | 11,044 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $944,020 | 11,695 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $800,796 | 9,767 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $816,644 | 9,453 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $652,357 | 9,003 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $618,925 | 8,838 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $422,491 | 4,923 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $402,807 | 4,940 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $444,468 | 6,355 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $228,873 | 4,415 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $248,486 | 3,456 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $184,234 | 3,434 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||