Position in PSX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$31,443
+$12,087 QoQ
Shares Held
186
+24.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,921
of 2,093 holders
Holding Since
Dec 2024
6 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, 2026Cape Investment Advisory, Inc. holds $100,264 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (31.4% 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 | $31,443 | 186 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $19,356 | 150 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,403 | 150 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $17,895 | 150 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $18,522 | 150 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $17,203 | 151 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||