Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$484,328
-$36,342 QoQ
Shares Held
2,865
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,198
of 2,096 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026North Star Investment Management Corp. holds $2,218,123 across 9 Oil & Gas Refining & Marketing names. PSX ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
6,029 | $1,541,434 | |
| 2 | PSX |
Phillips 66
This page
|
2,865 | $484,328 | |
| 3 | CAPL |
CrossAmerica Partners LP
|
5,047 | $113,153 | |
| 4 | DINO |
HF Sinclair Corp
|
560 | $39,004 | |
| 5 | VLO |
Valero Energy Corp/Tx
|
67 | $17,449 | |
| 6 | PBF |
PBF Energy Inc.
|
235 | $10,697 | |
| 7 | DKL |
Delek Logistics Partners, LP
|
200 | $10,308 | |
| 8 | DK |
Delek US Holdings, Inc.
|
19 | $965 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,328 | 2,865 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $520,670 | 2,858 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $344,407 | 2,669 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $361,949 | 2,661 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $316,502 | 2,653 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $393,407 | 3,186 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $532,964 | 4,678 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $614,397 | 4,674 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $659,405 | 4,671 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $762,471 | 4,668 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $650,522 | 4,886 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $600,029 | 4,994 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $499,695 | 5,239 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $530,622 | 5,234 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $892,590 | 8,576 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $690,559 | 8,555 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $701,096 | 8,551 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $738,375 | 8,547 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $619,025 | 8,543 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $597,986 | 8,539 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $732,387 | 8,534 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $702,956 | 8,621 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $602,672 | 8,617 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $448,986 | 8,661 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $622,366 | 8,656 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $478,718 | 8,923 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||