Position in PSX
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$798,085
-$54,699 QoQ
Shares Held
4,721
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#968
of 2,091 holders
Holding Since
Mar 2020
26 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, 2026MassMutual Private Wealth & Trust, FSB holds $8,804,880 across 7 Oil & Gas Refining & Marketing names. PSX ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
28,821 | $7,506,141 | |
| 2 | PSX |
Phillips 66
This page
|
4,721 | $798,085 | |
| 3 | MPC |
Marathon Petroleum Corp
|
1,288 | $329,302 | |
| 4 | DINO |
HF Sinclair Corp
|
1,643 | $114,434 | |
| 5 | PBF |
PBF Energy Inc.
|
825 | $37,554 | |
| 6 | DK |
Delek US Holdings, Inc.
|
350 | $17,783 | |
| 7 | WKC |
World Kinect Corp
|
48 | $1,581 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798,085 | 4,721 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $852,784 | 4,681 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $640,554 | 4,964 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $675,475 | 4,966 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $703,631 | 5,898 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $748,782 | 6,064 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $664,781 | 5,835 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $758,466 | 5,770 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $824,856 | 5,843 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $993,270 | 6,081 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $745,850 | 5,602 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $1,441,559 | 11,998 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $1,113,656 | 11,676 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,173,169 | 11,572 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,116,362 | 10,726 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $614,117 | 7,608 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $640,587 | 7,813 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $677,383 | 7,841 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $551,348 | 7,609 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $163,590 | 2,336 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $155,076 | 1,807 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $89,041 | 1,092 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $75,185 | 1,075 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $54,224 | 1,046 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $103,104 | 1,434 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $80,367 | 1,498 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||