Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,863,975
+$651,596 QoQ
Shares Held
22,857
+29.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#486
of 2,097 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $70,553,521 across 6 Oil & Gas Refining & Marketing names. PSX ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
229,679 | $59,817,598 | |
| 2 | MPC |
Marathon Petroleum Corp
|
22,038 | $5,634,455 | |
| 3 | PSX |
Phillips 66
This page
|
22,857 | $3,863,975 | |
| 4 | SUN |
Sunoco LP
|
11,540 | $778,950 | |
| 5 | PARR |
Par Pacific Holdings, Inc.
|
7,235 | $405,738 | |
| 6 | UGP |
Ultrapar Holdings Inc
|
10,519 | $52,805 |
All Filings in PSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,863,975 | 22,857 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,212,379 | 17,633 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,373,303 | 18,392 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,398,315 | 11,721 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,280,734 | 10,372 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,105,234 | 9,701 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,504,445 | 11,445 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,155,335 | 8,184 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,353,435 | 8,286 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $948,489 | 7,124 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $895,237 | 7,451 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $655,133 | 50,237 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,520,700 | 15,000 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $506,869 | 4,870 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $408,802 | 4,986 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $438,602 | 5,077 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $436,136 | 6,019 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $375,360 | 5,360 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $672,571 | 7,837 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $496,497 | 6,089 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $290,111 | 4,148 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $231,880 | 4,473 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $274,514 | 3,818 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $251,779 | 4,693 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||