Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,945,934
-$71,345 QoQ
Shares Held
11,511
+4.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#665
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Moors & Cabot, Inc. holds $7,166,076 across 7 Oil & Gas Refining & Marketing names. PSX ranks #1 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
11,511 | $1,945,934 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
6,594 | $1,717,341 | |
| 3 | MPC |
Marathon Petroleum Corp
|
5,768 | $1,474,704 | |
| 4 | SUN |
Sunoco LP
|
10,301 | $695,317 | |
| 5 | CLNE |
Clean Energy Fuels Corp.
|
320,985 | $658,019 | |
| 6 | IEP |
Icahn Enterprises L.P.
|
48,184 | $347,406 | |
| 7 | DINO |
HF Sinclair Corp
|
4,700 | $327,355 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,945,934 | 11,511 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,017,279 | 11,073 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,328,208 | 10,293 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,382,779 | 10,166 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,233,800 | 10,342 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,391,619 | 11,270 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,330,702 | 11,680 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,578,977 | 12,012 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,629,101 | 11,540 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,936,069 | 11,853 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,657,726 | 12,451 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,497,789 | 12,466 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,350,771 | 14,162 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,458,351 | 14,385 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,521,961 | 14,623 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,186,584 | 14,700 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,179,262 | 14,383 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,256,369 | 14,543 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $970,239 | 13,390 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,258,718 | 17,974 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $736,764 | 8,585 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $719,672 | 8,826 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $622,885 | 8,906 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $507,306 | 9,786 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $781,768 | 10,873 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $523,945 | 9,766 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||