Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$502,247
-$36,094 QoQ
Shares Held
2,971
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,179
of 2,093 holders
Holding Since
Mar 2020
9 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, 2026UNIVEST FINANCIAL Corp holds $719,822 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (69.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
2,971 | $502,247 | |
| 2 | MPC |
Marathon Petroleum Corp
|
851 | $217,575 |
All Filings in PSX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,247 | 2,971 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $538,341 | 2,955 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $397,056 | 3,077 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $437,304 | 3,215 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $382,953 | 3,210 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $395,753 | 3,205 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $364,689 | 3,201 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $420,114 | 3,196 | Shares | Defined | 2024-11-14 | |
| 2020-03-31 | $264,011 | 4,921 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||