Position in PSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$481,792
-$37,421 QoQ
Shares Held
2,850
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,202
of 2,097 holders
Holding Since
Dec 2020
23 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, 2026Merrion Investment Management Co, LLC holds $4,475,101 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
15,619 | $3,993,309 | |
| 2 | PSX |
Phillips 66
This page
|
2,850 | $481,792 |
All Filings in PSX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,792 | 2,850 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $519,213 | 2,850 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $367,764 | 2,850 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $612,090 | 4,500 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $536,850 | 4,500 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $617,400 | 5,000 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $569,650 | 5,000 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $703,257 | 5,350 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $755,259 | 5,350 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $555,356 | 3,400 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $452,676 | 3,400 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $408,510 | 3,400 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $286,140 | 3,000 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $304,140 | 3,000 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $312,240 | 3,000 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $242,160 | 3,000 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $245,970 | 3,000 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $259,170 | 3,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $217,380 | 3,000 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $210,090 | 3,000 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $257,460 | 3,000 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $244,620 | 3,000 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $209,820 | 3,000 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||