Position in PSX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,726,776
-$199,399 QoQ
Shares Held
16,130
+0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#565
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026CAPITAL ADVISORS INC/OK holds $6,774,397 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (40.3% of the industry book) .
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,726,776 | 16,130 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,926,175 | 16,062 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,026,057 | 15,701 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,000,310 | 14,706 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,746,552 | 14,640 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,816,020 | 14,707 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,695,050 | 14,878 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,870,927 | 14,233 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,020,707 | 14,314 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,462,023 | 15,073 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,989,910 | 14,946 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,795,761 | 14,946 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,448,822 | 15,190 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,515,225 | 14,946 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,553,914 | 14,930 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,205,149 | 14,930 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,265,105 | 15,430 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $952,968 | 11,031 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $800,393 | 11,046 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $790,008 | 11,281 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $973,198 | 11,340 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $907,540 | 11,130 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $774,025 | 11,067 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $728,559 | 14,054 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $907,449 | 12,621 | Shares | Sole | 2020-09-02 | |
| 2020-03-31 | $632,855 | 11,796 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||