Position in PSX
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$18,218
+$5,314 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Costello Asset Management, INC holds $9,896 across 1 Oil & Gas Refining & Marketing name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
38 | $9,896 |
All Filings in PSX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,218 | 100 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,904 | 100 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $54,408 | 400 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $47,720 | 400 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $49,392 | 400 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||