Position in PSX
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$15,890
-$1,234 QoQ
Shares Held
94
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,986
of 2,093 holders
Holding Since
Mar 2020
26 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, 2026Cedar Mountain Advisors, LLC holds $126,535 across 7 Oil & Gas Refining & Marketing names. PSX ranks #3 (12.6% of the industry book) .
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,890 | 94 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $17,124 | 94 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,419 | 42 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,712 | 42 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $5,010 | 42 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,186 | 42 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,785 | 42 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,520 | 42 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,929 | 42 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $6,860 | 42 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,591 | 42 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $5,046 | 42 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $4,005 | 42 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $4,257 | 42 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $4,371 | 42 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,390 | 42 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $3,443 | 42 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $3,628 | 42 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $3,043 | 42 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,941 | 42 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $3,604 | 42 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $3,424 | 42 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,937 | 42 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,177 | 42 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $3,019 | 42 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,253 | 42 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||