Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$874,157
-$67,713 QoQ
Shares Held
5,171
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#935
of 2,097 holders
Holding Since
Jun 2023
13 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, 2026Pine Valley Investments Ltd Liability Co holds $2,563,275 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (34.1% of the industry book) .
All Filings in PSX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $874,157 | 5,171 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $941,870 | 5,170 | Shares | Sole | 2026-06-08 | |
| 2025-12-31 | $679,911 | 5,269 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $727,434 | 5,348 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $638,016 | 5,348 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $711,368 | 5,761 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $883,185 | 7,752 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,030,436 | 7,839 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,106,631 | 7,839 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,280,422 | 7,839 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,119,707 | 8,410 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,158,726 | 9,644 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $576,953 | 6,049 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||