Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$626,330
-$6,198 QoQ
Shares Held
3,705
+6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,080
of 2,093 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Journey Advisory Group, LLC holds $20,154,286 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (3.1% of the industry book) .
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626,330 | 3,705 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $632,528 | 3,472 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $448,026 | 3,472 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $469,269 | 3,450 | Shares | Sole | 2025-11-10 | |
| 2021-12-31 | $399,037 | 5,507 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $348,259 | 4,973 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $273,594 | 3,188 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||