Position in PSX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,634,705
-$139,111 QoQ
Shares Held
39,247
+5.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#378
of 2,096 holders
Holding Since
Mar 2020
24 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 Jun 30, 2026Sequoia Financial Advisors, LLC holds $21,569,806 across 7 Oil & Gas Refining & Marketing names. PSX ranks #2 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
27,186 | $7,080,321 | |
| 2 | PSX |
Phillips 66
This page
|
39,247 | $6,634,705 | |
| 3 | MPC |
Marathon Petroleum Corp
|
22,789 | $5,826,463 | |
| 4 | DINO |
HF Sinclair Corp
|
14,553 | $1,013,616 | |
| 5 | PBF |
PBF Energy Inc.
|
10,631 | $483,923 | |
| 6 | UGP |
Ultrapar Holdings Inc
|
64,525 | $323,915 | |
| 7 | WKC |
World Kinect Corp
|
6,280 | $206,863 |
All Filings in PSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,634,705 | 39,247 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $6,773,816 | 37,182 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,724,928 | 36,616 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,172,549 | 30,676 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,591,526 | 30,105 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,813,432 | 30,883 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,364,580 | 29,532 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $3,719,509 | 28,296 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,849,657 | 20,186 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,176,146 | 19,445 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,574,629 | 71,914 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $8,700,782 | 72,416 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,393,690 | 98,487 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $13,055,513 | 128,778 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $12,550,903 | 120,589 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,208,175 | 76,910 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $5,346,649 | 65,211 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,422,476 | 51,192 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,264,105 | 45,047 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $334,612 | 3,899 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $289,793 | 3,554 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $247,167 | 3,534 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $424,785 | 5,908 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $267,391 | 4,984 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||