Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$39,589,988
-$2,265,867 QoQ
Shares Held
234,191
+1.9% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#123
of 2,101 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, 2026Janney Montgomery Scott LLC holds $105,738,666 across 9 Oil & Gas Refining & Marketing names. PSX ranks #1 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
234,191 | $39,589,988 | |
| 2 | MPC |
Marathon Petroleum Corp
|
144,236 | $36,876,818 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
76,815 | $20,005,698 | |
| 4 | PARR |
Par Pacific Holdings, Inc.
|
104,639 | $5,868,155 | |
| 5 | DINO |
HF Sinclair Corp
|
19,437 | $1,353,787 | |
| 6 | SUN |
Sunoco LP
|
14,002 | $945,135 | |
| 7 | PBF |
PBF Energy Inc.
|
8,680 | $395,113 | |
| 8 | IEP |
Icahn Enterprises L.P.
|
51,309 | $369,937 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,589,988 | 234,191 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $41,855,855 | 229,750 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $28,654,880 | 222,062 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $29,814,359 | 219,191 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $26,017,063 | 218,081 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $26,447,440 | 214,184 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $24,680,086 | 216,625 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $28,373,876 | 215,853 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $30,663,535 | 217,210 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $38,608,185 | 236,367 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $31,610,364 | 237,422 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $27,331,841 | 227,481 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $21,204,500 | 222,316 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $22,789,412 | 224,792 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $22,460,255 | 215,798 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $17,617,623 | 218,256 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $15,555,306 | 189,722 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $17,205,691 | 199,163 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $14,544,678 | 200,727 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $13,123,271 | 187,395 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $14,822,401 | 172,715 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $14,472,942 | 177,495 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $13,116,477 | 187,539 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $9,126,172 | 176,045 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $13,293,447 | 184,888 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $8,955,365 | 166,922 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||