Position in PSX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,275
-$222,204 QoQ
Shares Held
7
-99.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
2 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, 2026Lloyd Advisory Services, LLC. holds $25,523 across 1 Oil & Gas Refining & Marketing name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
98 | $25,523 |
All Filings in PSX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,275 | 7 | Shares | Sole | 2026-05-13 | |
| 2023-09-30 | $223,479 | 1,860 | Shares | Other | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||