Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,494,770
-$340,482 QoQ
Shares Held
20,673
-1.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#507
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 34%
Shared 49%
None 17%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $8,698,374 across 11 Oil & Gas Refining & Marketing names. PSX ranks #1 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
20,673 | $3,494,770 | |
| 2 | DINO |
HF Sinclair Corp
|
28,201 | $1,964,199 | |
| 3 | PBF |
PBF Energy Inc.
|
24,436 | $1,112,326 | |
| 4 | VLO |
Valero Energy Corp/Tx
|
2,547 | $663,340 | |
| 5 | MPC |
Marathon Petroleum Corp
|
2,554 | $652,980 | |
| 6 | DK |
Delek US Holdings, Inc.
|
5,545 | $281,741 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
4,464 | $250,341 | |
| 8 | WKC |
World Kinect Corp
|
4,616 | $152,051 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,494,770 | 20,673 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $3,835,252 | 21,052 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,751,777 | 21,325 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,134,715 | 23,046 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $2,868,925 | 24,048 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,953,146 | 23,916 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $2,722,812 | 23,899 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,183,850 | 24,221 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $3,779,261 | 26,771 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $4,340,596 | 26,574 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $4,140,387 | 31,098 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $3,904,513 | 32,497 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $3,476,123 | 36,445 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $3,965,072 | 39,111 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $4,057,454 | 38,984 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,156,393 | 39,103 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,612,643 | 44,062 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,601,908 | 53,269 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,738,066 | 51,588 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,984,579 | 28,339 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,458,227 | 28,644 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,431,767 | 29,823 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $2,086,239 | 29,829 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,474,225 | 28,438 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,053,175 | 28,556 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $1,539,325 | 28,692 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||