Position in PSX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$390,505
+$17,583 QoQ
Shares Held
2,310
+12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,312
of 2,093 holders
Holding Since
Jun 2020
18 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, 2026Transamerica Financial Advisors, LLC holds $1,807,034 across 7 Oil & Gas Refining & Marketing names. PSX ranks #3 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
3,504 | $912,581 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,662 | $424,923 | |
| 3 | PSX |
Phillips 66
This page
|
2,310 | $390,505 | |
| 4 | WKC |
World Kinect Corp
|
2,186 | $72,006 | |
| 5 | PARR |
Par Pacific Holdings, Inc.
|
108 | $6,056 | |
| 6 | PBF |
PBF Energy Inc.
|
12 | $546 | |
| 7 | DINO |
HF Sinclair Corp
|
6 | $417 |
All Filings in PSX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,505 | 2,310 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $372,922 | 2,047 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $291,243 | 2,257 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $221,168 | 1,626 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $181,455 | 1,521 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $206,335 | 1,671 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $191,744 | 1,683 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $220,047 | 1,674 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $162,204 | 1,149 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $187,677 | 1,149 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $160,566 | 1,206 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $170,733 | 1,421 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $183,320 | 1,922 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $52,818 | 521 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $54,225 | 521 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $42,055 | 521 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $42,716 | 521 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $71 | 1 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||