Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$55,955
-$3,982 QoQ
Shares Held
331
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,864
of 2,091 holders
Holding Since
Dec 2022
15 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, 2026New England Capital Financial Advisors LLC holds $90,373 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (61.9% of the industry book) .
All Filings in PSX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,955 | 331 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $59,937 | 329 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $42,325 | 328 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $44,342 | 326 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $38,653 | 324 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $39,760 | 322 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $36,571 | 321 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $41,932 | 319 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $44,892 | 318 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $51,615 | 316 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $41,939 | 315 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $37,606 | 313 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $29,758 | 312 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $31,427 | 310 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $32,056 | 308 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||