Position in PSX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$37,185,305
-$8,864,683 QoQ
Shares Held
204,113
-42.8% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 20.044289192751073.ToString("F0")%
Shared 24.816645681558743.ToString("F0")%
None 55.13906512569018.ToString("F0")%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Cerity Partners LLC holds $136,065,572 across 11 Oil & Gas Refining & Marketing names. PSX ranks #2 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
204,679 | $49,978,517 | |
| 2 | PSX |
Phillips 66
This page
|
204,113 | $37,185,305 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
125,255 | $30,948,004 | |
| 4 | DINO |
HF Sinclair Corp
|
184,414 | $11,505,588 | |
| 5 | PBF |
PBF Energy Inc.
|
71,635 | $3,411,257 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
17,155 | $1,074,588 | |
| 7 | DKL |
Delek Logistics Partners, LP
|
15,413 | $766,950 | |
| 8 | UGP |
Ultrapar Holdings Inc
|
78,382 | $431,883 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,185,305 | 204,113 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $46,049,988 | 356,866 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,781,312 | 116,022 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $8,954,896 | 75,062 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $17,205,826 | 139,341 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,813,547 | 68,582 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $8,653,353 | 65,830 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,551,372 | 60,575 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,972,005 | 73,295 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,239,339 | 46,863 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $4,363,006 | 36,313 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,796,696 | 39,806 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,006,943 | 39,524 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,790,907 | 55,639 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,304,797 | 53,330 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,277,500 | 52,171 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,907,801 | 33,659 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,341,037 | 32,308 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,220,931 | 31,714 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $2,567,133 | 29,913 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,995,371 | 36,735 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $1,843,058 | 26,352 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,797,863 | 34,681 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,399,030 | 19,458 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $511,552 | 9,535 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||