Position in PSX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,256,061
+$1,764,566 QoQ
Shares Held
34,340
-1.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Waverly Advisors, LLC holds $25,955,095 across 6 Oil & Gas Refining & Marketing names. PSX ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUN |
Sunoco LP
|
132,058 | $8,579,808 | |
| 2 | PSX |
Phillips 66
This page
|
34,340 | $6,256,061 | |
| 3 | MPC |
Marathon Petroleum Corp
|
25,154 | $6,142,103 | |
| 4 | VLO |
Valero Energy Corp/Tx
|
16,899 | $4,175,404 | |
| 5 | DINO |
HF Sinclair Corp
|
9,558 | $596,323 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
3,279 | $205,396 |
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,256,061 | 34,340 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,491,495 | 34,807 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,626,603 | 41,366 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,728,070 | 48,014 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,228,084 | 50,438 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $836,018 | 7,338 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $681,173 | 5,182 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $748,059 | 5,299 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $799,548 | 4,895 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $322,065 | 2,419 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $309,987 | 2,580 | Shares | Other | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||