Position in PSX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,270,565
+$3,309,959 QoQ
Shares Held
61,865
+0.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 Mar 31, 2026Allworth Financial LP holds $25,429,430 across 16 Oil & Gas Refining & Marketing names. PSX ranks #1 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
61,865 | $11,270,565 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
27,164 | $6,711,681 | |
| 3 | MPC |
Marathon Petroleum Corp
|
22,156 | $5,410,052 | |
| 4 | PARR |
Par Pacific Holdings, Inc.
|
17,052 | $1,068,137 | |
| 5 | SUN |
Sunoco LP
|
5,142 | $334,075 | |
| 6 | DINO |
HF Sinclair Corp
|
4,812 | $300,220 | |
| 7 | PBF |
PBF Energy Inc.
|
2,588 | $123,240 | |
| 8 | IEP |
Icahn Enterprises L.P.
|
10,206 | $77,055 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,270,565 | 61,865 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,960,606 | 61,691 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,504,672 | 18,414 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,975,488 | 16,559 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,511,395 | 12,240 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,738,799 | 15,262 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,679,668 | 12,778 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,941,934 | 13,756 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,463,003 | 15,079 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,948,236 | 14,633 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,502,114 | 12,502 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,169,454 | 12,261 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $911,608 | 8,992 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $537,052 | 5,160 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $319,409 | 3,957 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $351,163 | 4,283 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $393,160 | 4,551 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $199,627 | 2,755 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $221,644 | 3,165 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $276,597 | 3,223 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $246,658 | 3,025 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $224,017 | 3,203 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $169,464 | 3,269 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $222,458 | 3,094 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $68,511 | 1,277 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||