Position in PSX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$660,948
+$182,211 QoQ
Shares Held
3,628
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Parkside Financial Bank & Trust holds $3,459,926 across 11 Oil & Gas Refining & Marketing names. PSX ranks #3 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
6,814 | $1,663,841 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
3,944 | $974,483 | |
| 3 | PSX |
Phillips 66
This page
|
3,628 | $660,948 | |
| 4 | SUN |
Sunoco LP
|
1,311 | $85,174 | |
| 5 | DINO |
HF Sinclair Corp
|
789 | $49,225 | |
| 6 | PBF |
PBF Energy Inc.
|
350 | $16,667 | |
| 7 | CVI |
Cvr Energy Inc
|
175 | $5,888 | |
| 8 | PARR |
Par Pacific Holdings, Inc.
|
45 | $2,818 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $660,948 | 3,628 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $478,737 | 3,710 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $478,790 | 3,520 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $304,691 | 2,554 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $434,525 | 3,519 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $271,608 | 2,384 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $299,837 | 2,281 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $303,232 | 2,148 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $364,084 | 2,229 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $426,314 | 3,202 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $225,761 | 1,879 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $165,388 | 1,734 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $171,229 | 1,689 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $167,048 | 1,605 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $54,323 | 673 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $44,766 | 546 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $63,841 | 739 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $31,882 | 440 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $30,042 | 429 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $77,065 | 898 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $83,822 | 1,028 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $71,128 | 1,017 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $72,990 | 1,408 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $134,884 | 1,876 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $92,384 | 1,722 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||