Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$87,229
-$6,775 QoQ
Shares Held
516
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,825
of 2,093 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $387,735 across 6 Oil & Gas Refining & Marketing names. PSX ranks #3 (22.5% 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 | $87,229 | 516 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $94,004 | 516 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $70,713 | 548 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $76,579 | 563 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $61,081 | 512 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $48,527 | 393 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,164 | 19 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2 | 19 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||