Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,583,660
-$45,029 QoQ
Shares Held
9,368
+4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#191
of 792 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, 2026SIGNATUREFD, LLC holds $7,319,588 across 13 Oil & Gas Refining & Marketing names. PSX ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
13,399 | $3,425,722 | |
| 2 | PSX |
Phillips 66
This page
|
9,368 | $1,583,660 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
4,096 | $1,066,762 | |
| 4 | DINO |
HF Sinclair Corp
|
6,778 | $472,087 | |
| 5 | PBF |
PBF Energy Inc.
|
9,136 | $415,870 | |
| 6 | UGP |
Ultrapar Holdings Inc
|
32,219 | $161,739 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
2,199 | $123,319 | |
| 8 | DK |
Delek US Holdings, Inc.
|
998 | $50,708 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,583,660 | 9,368 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,628,689 | 8,940 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,148,197 | 8,898 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,184,598 | 8,709 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,029,201 | 8,627 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,248,876 | 10,114 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,092,474 | 9,589 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,269,149 | 9,655 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,476,073 | 10,456 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,566,267 | 9,589 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,355,498 | 10,181 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,139,863 | 9,487 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $866,527 | 9,085 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $942,529 | 9,297 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $731,266 | 7,026 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $499,898 | 6,193 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $505,222 | 6,162 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $425,557 | 4,926 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $340,779 | 4,703 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $260,091 | 3,714 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $328,604 | 3,829 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $233,775 | 2,867 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $202,616 | 2,897 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $130,844 | 2,524 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $179,678 | 2,499 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $217,067 | 4,046 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||