Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,444,654
-$757,243 QoQ
Shares Held
55,869
-0.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#303
of 2,093 holders
Holding Since
Jun 2022
17 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, 2026New York Life Investment Management LLC holds $33,422,453 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (28.3% of the industry book) .
All Filings in PSX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,444,654 | 55,869 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,201,897 | 55,999 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $7,132,686 | 55,275 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,468,858 | 54,910 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,615,542 | 55,453 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $6,824,122 | 55,265 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,320,836 | 55,480 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $7,331,755 | 55,776 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $8,236,704 | 58,346 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $9,612,395 | 58,849 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $8,316,723 | 62,466 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,928,217 | 65,986 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,375,866 | 66,847 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,598,430 | 74,950 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,922,673 | 76,121 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,265,890 | 77,625 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,415,471 | 78,247 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||