Position in PSX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$24,905,645
+$7,733,131 QoQ
Shares Held
136,709
+2.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026CWM, LLC holds $55,311,095 across 16 Oil & Gas Refining & Marketing names. PSX ranks #1 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
136,709 | $24,905,645 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
46,601 | $11,514,175 | |
| 3 | DINO |
HF Sinclair Corp
|
141,105 | $8,803,540 | |
| 4 | MPC |
Marathon Petroleum Corp
|
22,749 | $5,554,850 | |
| 5 | PBF |
PBF Energy Inc.
|
44,604 | $2,124,042 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
18,369 | $1,150,634 | |
| 7 | DK |
Delek US Holdings, Inc.
|
7,588 | $341,991 | |
| 8 | WKC |
World Kinect Corp
|
13,694 | $315,920 |
All Filings in PSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,905,645 | 136,709 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $17,172,514 | 133,079 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $14,298,014 | 105,117 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $5,034,937 | 42,204 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,667,544 | 37,800 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,514,626 | 30,849 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,761,836 | 28,618 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,284,743 | 23,268 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,767,437 | 23,065 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $3,193,762 | 23,988 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,593,437 | 21,585 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,900,732 | 19,928 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,820,582 | 17,958 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,630,725 | 15,668 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,255,196 | 15,550 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,304,952 | 15,916 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,216,803 | 14,085 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,128,709 | 15,577 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $996,713 | 11,614 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $947,005 | 11,614 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $812,283 | 11,614 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $602,069 | 11,614 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $835,046 | 11,614 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $623,091 | 11,614 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||