Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,222,262
-$132,218 QoQ
Shares Held
19,061
+3.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#137
of 857 holders
Holding Since
Jun 2020
25 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, 2026Atria Investments, Inc holds $18,157,660 across 8 Oil & Gas Refining & Marketing names. PSX ranks #3 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
24,528 | $6,271,073 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
21,792 | $5,675,508 | |
| 3 | PSX |
Phillips 66
This page
|
19,061 | $3,222,262 | |
| 4 | DINO |
HF Sinclair Corp
|
15,233 | $1,060,978 | |
| 5 | WKC |
World Kinect Corp
|
29,121 | $959,245 | |
| 6 | PBF |
PBF Energy Inc.
|
8,093 | $368,393 | |
| 7 | UGP |
Ultrapar Holdings Inc
|
67,485 | $338,774 | |
| 8 | SUN |
Sunoco LP
|
3,873 | $261,427 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,222,262 | 19,061 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,354,480 | 18,413 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,284,524 | 17,704 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,397,216 | 17,624 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,523,910 | 21,156 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,914,251 | 23,601 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,193,494 | 19,253 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,350,003 | 25,485 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,762,934 | 33,739 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,284,212 | 32,351 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $5,628,493 | 42,275 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,810,213 | 48,358 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,873,918 | 51,100 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,121,920 | 50,522 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,287,055 | 50,798 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,945,755 | 48,882 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,678,727 | 44,868 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,099,327 | 35,876 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,502,406 | 34,535 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,385,641 | 34,066 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,282,786 | 38,252 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,705,904 | 33,185 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,240,038 | 32,028 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,482,779 | 28,603 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,166,203 | 30,128 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||