Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,724,701
+$9,861,350 QoQ
Shares Held
63,441
+1238.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#284
of 2,093 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Arax Advisory Partners holds $42,674,285 across 14 Oil & Gas Refining & Marketing names. PSX ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
43,887 | $11,220,589 | |
| 2 | PSX |
Phillips 66
This page
|
63,441 | $10,724,701 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
39,690 | $10,336,863 | |
| 4 | DINO |
HF Sinclair Corp
|
79,321 | $5,524,707 | |
| 5 | CAPL |
CrossAmerica Partners LP
|
80,000 | $1,793,600 | |
| 6 | PBF |
PBF Energy Inc.
|
24,832 | $1,130,352 | |
| 7 | SUN |
Sunoco LP
|
16,129 | $1,088,707 | |
| 8 | WKC |
World Kinect Corp
|
14,848 | $489,093 |
All Filings in PSX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,724,701 | 63,441 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $863,351 | 4,739 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $357,440 | 2,770 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,474,318 | 62,302 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $204,718 | 1,716 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $181,021 | 1,466 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $193,567 | 1,699 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $81,498 | 620 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $85,266 | 604 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $98,657 | 604 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $80,415 | 604 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $72,450 | 603 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $58,562 | 614 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $58,293 | 575 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $56,307 | 541 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $60,378 | 748 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $45,750 | 558 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $44,663 | 517 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $36,592 | 505 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $15,056 | 215 | Shares | Sole | 2021-11-05 | |
| 2020-03-31 | $5,365 | 100 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||