Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,564
+$2,196 QoQ
Shares Held
27
+107.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,048
of 2,091 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $18,754 across 6 Oil & Gas Refining & Marketing names. PSX ranks #3 (24.3% of the industry book) .
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,564 | 27 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,368 | 13 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,677 | 13 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,768 | 13 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,550 | 13 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $740 | 6 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||