Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$15,214
-$1,182 QoQ
Shares Held
90
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,993
of 2,097 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $310,780 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (4.9% of the industry book) .
All Filings in PSX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,214 | 90 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $16,396 | 90 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $11,484 | 89 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $11,969 | 88 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $10,379 | 87 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $20,621 | 167 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $19,026 | 167 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $21,820 | 166 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $23,293 | 165 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $26,787 | 164 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $21,834 | 164 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,584 | 163 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $15,451 | 162 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $16,423 | 162 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $16,756 | 161 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $12,915 | 160 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $13,036 | 159 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $13,649 | 158 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $11,376 | 157 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $10,924 | 156 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $6,350 | 74 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $8,154 | 100 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $6,994 | 100 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||