Position in PSX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$30,805,727
+$7,100,177 QoQ
Shares Held
169,095
-8.0% QoQ
Ownership
0.042%
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 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Mitsubishi UFJ Trust & Banking Corp holds $136,686,562 across 8 Oil & Gas Refining & Marketing names. PSX ranks #3 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
232,502 | $56,772,338 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
142,475 | $35,202,722 | |
| 3 | PSX |
Phillips 66
This page
|
169,095 | $30,805,727 | |
| 4 | DINO |
HF Sinclair Corp
|
87,198 | $5,440,283 | |
| 5 | PBF |
PBF Energy Inc.
|
87,658 | $4,174,273 | |
| 6 | WKC |
World Kinect Corp
|
119,962 | $2,767,523 | |
| 7 | DK |
Delek US Holdings, Inc.
|
32,142 | $1,448,639 | |
| 8 | UGP |
Ultrapar Holdings Inc
|
13,622 | $75,057 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,805,727 | 169,095 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $23,705,550 | 183,707 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $23,984,814 | 176,333 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $20,775,259 | 174,143 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $25,340,936 | 205,223 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $23,876,082 | 209,568 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $29,247,887 | 222,502 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $31,916,842 | 226,088 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $44,494,142 | 272,402 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $39,563,615 | 297,158 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $39,988,562 | 332,822 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $32,201,908 | 337,617 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $34,936,966 | 344,614 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $35,358,056 | 339,720 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $26,427,807 | 327,401 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $25,059,177 | 305,637 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $22,735,168 | 263,169 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $17,742,917 | 244,865 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $17,778,796 | 253,874 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $23,442,934 | 273,164 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $25,259,623 | 309,782 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $29,394,172 | 420,277 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $24,113,634 | 465,155 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $35,385,870 | 492,154 | Shares | Defined | 2020-09-11 | |
| 2020-03-31 | $27,675,941 | 515,861 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||