Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$33,810
-$2,626 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,915
of 2,091 holders
Holding Since
Mar 2024
8 quarters on record
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Accordant Advisory Group Inc holds $119,703 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (28.2% of the industry book) .
All Filings in PSX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,810 | 200 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $36,436 | 200 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $25,808 | 200 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,720 | 20 | Shares | Sole | 2025-10-22 | |
| 2024-12-31 | $1,123,008 | 9,857 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,294,519 | 9,848 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,101,126 | 7,800 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,082,454 | 6,627 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||