Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$48,004,790
+$53,193 QoQ
Shares Held
283,968
+7.9% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#109
of 2,096 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026&PARTNERS holds $79,679,965 across 10 Oil & Gas Refining & Marketing names. PSX ranks #1 (60.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
283,968 | $48,004,790 | |
| 2 | MPC |
Marathon Petroleum Corp
|
73,898 | $18,893,501 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
32,750 | $8,529,410 | |
| 4 | DK |
Delek US Holdings, Inc.
|
35,207 | $1,788,867 | |
| 5 | DINO |
HF Sinclair Corp
|
12,364 | $861,152 | |
| 6 | SUN |
Sunoco LP
|
7,616 | $514,080 | |
| 7 | WKC |
World Kinect Corp
|
11,113 | $366,062 | |
| 8 | SGU |
Star Group, L.P.
|
25,500 | $327,420 |
All Filings in PSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,004,790 | 283,968 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $47,951,597 | 263,210 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,334,696 | 281,577 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $36,141,194 | 265,705 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $34,801,718 | 291,716 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $32,057,630 | 259,618 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $32,524,280 | 285,476 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $24,707,079 | 187,958 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,666,333 | 68,473 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $774,721 | 4,743 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $856,090 | 6,430 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||