VALLEY NATIONAL ADVISERS INC

Position in PSX — Phillips 66

CIK 773411 BETHLEHEM, PA

Position in PSX

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$223,899

+$62,729 QoQ

Shares Held

1,229

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

VALLEY NATIONAL ADVISERS INC holds $360,799 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (62.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	1,229	$223,899
2	MPC	Marathon Petroleum Corp	509	$124,287
3	CAPL	CrossAmerica Partners LP	500	$10,390
4	VLO	Valero Energy Corp/Tx	9	$2,223

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$223,899	1,229	-1.6%	Shares	Sole	2026-04-15
2025-12-31	$161,170	1,249	+0.7%	Shares	Sole	2026-01-23
2025-09-30	$168,664	1,240	-0.4%	Shares	Sole	2025-10-17
2025-06-30	$148,528	1,245	+5.2%	Shares	Sole	2025-07-22
2025-03-31	$146,200	1,184	+34.7%	Shares	Sole	2025-04-25
2024-12-31	$100,144	879	+0.6%	Shares	Sole	2025-01-24
2024-09-30	$114,887	874	-20.9%	Shares	Sole	2024-10-24
2024-06-30	$155,992	1,105	+18.9%	Shares	Sole	2024-07-18
2024-03-31	$151,742	929	-2.3%	Shares	Sole	2024-04-19
2023-12-31	$126,616	951	+28.7%	Shares	Sole	2024-01-25
2023-09-30	$88,790	739	+9.6%	Shares	Sole	2023-11-13
2023-06-30	$64,286	674	0.0%	Shares	Sole	2023-07-31
2023-03-31	$68,330	674	0.0%	Shares	Sole	2023-04-26
2022-12-31	$70,149	674	-1.2%	Shares	Sole	2023-01-12
2022-09-30	$55,051	682	0.0%	Shares	Sole	2022-11-08
2022-06-30	$55,917	682	0.0%	Shares	Sole	2022-07-15
2022-03-31	$58,917	682	-1.2%	Shares	Sole	2022-05-06
2021-12-31	$49,997	690	-18.4%	Shares	Sole	2022-02-11
2021-09-30	$59,245	846	-11.4%	Shares	Sole	2021-11-10
2021-06-30	$81,958	955	0.0%	Shares	Sole	2021-08-02
2021-03-31	$77,870	955	+8.4%	Shares	Sole	2021-05-07
2020-12-31	$61,617	881	-3.9%	Shares	Sole	2021-02-11
2020-09-30	$47,537	917	0.0%	Shares	Sole	2020-11-13
2020-06-30	$65,932	917	-92.3%	Shares	Sole	2020-08-10
2020-03-31	$642,297	11,972	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.