Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,528,142
-$176,502 QoQ
Shares Held
14,955
+0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#594
of 2,093 holders
Holding Since
Jun 2020
24 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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $5,739,436 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (44.0% of the industry book) .
All Filings in PSX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,528,142 | 14,955 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,704,644 | 14,846 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,900,243 | 14,726 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,001,262 | 14,713 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,746,552 | 14,640 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,923,941 | 15,581 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,788,131 | 15,695 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $2,037,343 | 15,499 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,150,301 | 15,232 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,575,708 | 15,769 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,862,894 | 13,992 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,690,270 | 14,068 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,271,320 | 13,329 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,538,137 | 15,172 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,338,677 | 22,470 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,715,945 | 21,258 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,638,406 | 19,983 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,176,286 | 13,616 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $745,468 | 10,288 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $514,020 | 7,340 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $535,774 | 6,243 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $484,510 | 5,942 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $406,561 | 5,813 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $231,805 | 3,224 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||