Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,256,210
-$97,569 QoQ
Shares Held
7,431
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#802
of 2,096 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026DT Investment Partners, LLC holds $1,428,632 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (87.9% of the industry book) .
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,256,210 | 7,431 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,353,779 | 7,431 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,385,373 | 10,736 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,460,310 | 10,736 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,697,373 | 22,610 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,922,771 | 23,670 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,506,081 | 30,774 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $8,005,830 | 60,904 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $8,597,817 | 60,904 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $9,948,059 | 60,904 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,713,894 | 72,960 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $8,766,144 | 72,960 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $7,935,424 | 83,198 | Shares | Other | 2023-08-28 | |
| 2023-03-31 | $8,414,336 | 82,998 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $7,593,676 | 72,960 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,889,331 | 72,960 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,405,764 | 65,932 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $5,742,516 | 66,472 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,957,785 | 68,421 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $4,844,045 | 69,171 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $5,751,227 | 67,015 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $6,270,996 | 76,907 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $5,724,379 | 81,847 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $4,242,948 | 81,847 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $5,884,799 | 81,847 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,395,008 | 81,920 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||