Valeo Financial Advisors, LLC's ownership history for PSX

Valeo Financial Advisors, LLC currently holds 14.9K shares with a market value of $2.0M. It started holding PSX on 2024-09-30. At its peak, it held 1.4M shares on 2025-06-30. Its highest holding value was $3.2M on 2025-06-30. At its lowest, it held 14.2K shares on 2024-12-31, with a value of $1.6M on 2024-12-31. In the recent 180 days, Valeo Financial Advisors, LLC has decreased its shares by 145. In the recent year, Valeo Financial Advisors, LLC has increased its shares by 347.