Position in PSX
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$205,863
-$23,957 QoQ
Shares Held
1,130
-36.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
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, 2026KPP Advisory Services LLC holds $626,618 across 1 Oil & Gas Refining & Marketing name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
2,406 | $626,618 |
All Filings in PSX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,863 | 1,130 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $229,820 | 1,781 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $242,251 | 1,781 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $213,904 | 1,793 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||