Position in PSX
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$26,233
+$6,072 QoQ
Shares Held
144
-14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 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, 2026Opal Wealth Advisors, LLC holds $387,795 across 1 Oil & Gas Refining & Marketing name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
1,489 | $387,795 |
All Filings in PSX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,233 | 144 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $20,161 | 169 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $28,523 | 231 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $34,163 | 242 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||