Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,245,222
+$298,069 QoQ
Shares Held
7,366
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#805
of 2,093 holders
Holding Since
Jun 2024
8 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, 2026Diversify Advisory Services, LLC holds $4,210,225 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (29.6% of the industry book) .
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,245,222 | 7,366 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $947,153 | 7,340 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,041,641 | 7,658 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $907,992 | 7,611 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $376,737 | 3,051 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $328,232 | 2,881 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $378,313 | 2,878 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $300,409 | 2,128 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||