Position in PSX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$252,137
+$77,417 QoQ
Shares Held
1,384
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 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, 2026Addison Advisors LLC holds $18,230 across 1 Oil & Gas Refining & Marketing name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
70 | $18,230 |
All Filings in PSX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $252,137 | 1,384 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $174,720 | 1,354 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $184,171 | 1,354 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $161,532 | 1,354 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $167,191 | 1,354 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $155,856 | 1,368 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $179,823 | 1,368 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $193,120 | 1,368 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $223,449 | 1,368 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $182,135 | 1,368 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $84,345 | 702 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $66,956 | 702 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $71,168 | 702 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $73,584 | 707 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $57,069 | 707 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $57,966 | 707 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $61,077 | 707 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $51,229 | 707 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $49,161 | 702 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $60,245 | 702 | Shares | Sole | 2021-07-29 | |
| 2020-12-31 | $49,097 | 702 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||