Position in PSX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,111,872
-$918,131 QoQ
Shares Held
18,408
-16.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#536
of 2,093 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Diversified Trust Co holds $13,108,476 across 7 Oil & Gas Refining & Marketing names. PSX ranks #3 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
15,992 | $4,088,674 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
15,519 | $4,041,768 | |
| 3 | PSX |
Phillips 66
This page
|
18,408 | $3,111,872 | |
| 4 | PARR |
Par Pacific Holdings, Inc.
|
18,391 | $1,031,367 | |
| 5 | DINO |
HF Sinclair Corp
|
5,656 | $393,940 | |
| 6 | SUN |
Sunoco LP
|
5,827 | $393,322 | |
| 7 | CLNE |
Clean Energy Fuels Corp.
|
23,187 | $47,533 |
All Filings in PSX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,111,872 | 18,408 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $4,030,003 | 22,121 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,719,061 | 28,821 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,820,529 | 28,088 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $505,593 | 4,238 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $601,100 | 4,868 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,412,276 | 12,396 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $1,281,637 | 9,750 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,216,369 | 15,700 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,592,172 | 21,992 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,498,756 | 11,257 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,333,063 | 11,095 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $908,589 | 9,526 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $954,188 | 9,412 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,118,755 | 10,749 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $979,536 | 12,135 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $891,805 | 10,877 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,155,120 | 13,371 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $618,083 | 8,530 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $320,623 | 3,736 | Shares | Sole | 2021-07-20 | |
| 2020-09-30 | $203,783 | 3,931 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $261,284 | 3,634 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||