Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$48,686
-$3,417 QoQ
Shares Held
288
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,880
of 2,093 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $160,120 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (30.4% of the industry book) .
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,686 | 288 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $52,103 | 286 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,903 | 69 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,249 | 68 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,112 | 68 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $8,273 | 67 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||