Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$727,929
+$285,414 QoQ
Shares Held
4,306
+77.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,003
of 2,096 holders
Holding Since
Mar 2020
26 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, 2026HANTZ FINANCIAL SERVICES, INC. holds $3,608,856 across 8 Oil & Gas Refining & Marketing names. PSX ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DINO |
HF Sinclair Corp
|
29,810 | $2,076,266 | |
| 2 | PSX |
Phillips 66
This page
|
4,306 | $727,929 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
1,814 | $472,438 | |
| 4 | PBF |
PBF Energy Inc.
|
3,548 | $161,504 | |
| 5 | UGP |
Ultrapar Holdings Inc
|
21,996 | $110,419 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
640 | $35,891 | |
| 7 | WKC |
World Kinect Corp
|
741 | $24,408 | |
| 8 | IEP |
Icahn Enterprises L.P.
|
96 | $1 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,929 | 4,306 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $442,515 | 2,429 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $310,986 | 2,410 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $296,659 | 2,181 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $242,059 | 2,029 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $191,394 | 1,550 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $131,361 | 1,153 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $152,350 | 1,159 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $166,015 | 1,176 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $167,260 | 1,024 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $134,870 | 1,013 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $125,196 | 1,042 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $97,478 | 1,022 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $106,550 | 1,051 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $111,990 | 1,076 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $93,796 | 1,162 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $90,025 | 1,098 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $98,398 | 1,139 | Shares | Sole | 2024-08-06 | |
| 2021-12-31 | $82,459 | 1,138 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $85,996 | 1,228 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 | $3,497,165 | 40,750 | Shares | Sole | 2024-08-06 | |
| 2021-03-31 | $3,111,484 | 38,159 | Shares | Sole | 2024-08-06 | |
| 2020-12-31 | $2,636,458 | 37,696 | Shares | Sole | 2024-08-06 | |
| 2020-09-30 | $3,722,319 | 71,804 | Shares | Sole | 2024-08-06 | |
| 2020-06-30 | $5,676,145 | 78,945 | Shares | Sole | 2024-08-06 | |
| 2020-03-31 | $4,192,801 | 78,151 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||