Position in PSX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,040,374
New position
Shares Held
27,667
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Fulcrum Asset Management LLP holds $27,759,003 across 7 Oil & Gas Refining & Marketing names. PSX ranks #3 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PBF |
PBF Energy Inc.
|
152,598 | $7,266,716 | |
| 2 | DINO |
HF Sinclair Corp
|
95,270 | $5,943,895 | |
| 3 | PSX |
Phillips 66
This page
|
27,667 | $5,040,374 | |
| 4 | MPC |
Marathon Petroleum Corp
|
17,110 | $4,177,919 | |
| 5 | VLO |
Valero Energy Corp/Tx
|
13,012 | $3,215,004 | |
| 6 | DK |
Delek US Holdings, Inc.
|
33,720 | $1,519,760 | |
| 7 | CVI |
Cvr Energy Inc
|
17,692 | $595,335 |
All Filings in PSX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,040,374 | 27,667 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||