Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$348,750
-$23,079 QoQ
Shares Held
2,063
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,382
of 2,091 holders
Holding Since
Mar 2024
10 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, 2026Old Port Advisors holds $1,548,076 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
4,605 | $1,199,326 | |
| 2 | PSX |
Phillips 66
This page
|
2,063 | $348,750 |
All Filings in PSX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,750 | 2,063 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $371,829 | 2,041 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $252,789 | 1,959 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $265,102 | 1,949 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $224,045 | 1,878 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $222,017 | 1,798 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $211,112 | 1,853 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $212,160 | 1,614 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $232,930 | 1,650 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $247,950 | 1,518 | Shares | Sole | 2024-06-26 | |
| No filing history on record for this holder in this stock. | ||||||