Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$22,047,500
-$2,135,618 QoQ
Shares Held
130,420
-1.7% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#181
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 2%
None 7%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026KEYBANK NATIONAL ASSOCIATION/OH holds $34,473,813 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (64.0% of the industry book) .
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,047,500 | 130,420 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $24,183,118 | 132,743 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $17,134,962 | 132,788 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $18,473,147 | 135,812 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $16,500,024 | 138,307 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $17,315,105 | 140,226 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $16,479,176 | 144,643 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $20,393,677 | 155,144 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $22,010,943 | 155,918 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $25,500,314 | 156,118 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $20,066,993 | 150,721 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $17,773,308 | 147,926 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $14,465,425 | 151,661 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $15,623,063 | 154,104 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $16,248,136 | 156,112 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $12,457,597 | 154,331 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $12,889,319 | 157,206 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $13,872,938 | 160,585 | Shares | Defined | 2022-04-28 | |
| 2021-12-31 | $11,537,298 | 159,223 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $11,598,017 | 165,615 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $14,964,175 | 174,367 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $14,739,822 | 180,768 | Shares | Defined | 2021-09-03 | |
| 2020-12-31 | $13,237,962 | 189,276 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $11,064,729 | 213,440 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $17,360,183 | 241,449 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $13,836,495 | 257,903 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||