Position in PSX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$980,857
+$267,653 QoQ
Shares Held
5,384
-2.6% QoQ
Ownership
0.001%
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 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 Mar 31, 2026Sunbelt Securities, Inc. holds $7,839,415 across 9 Oil & Gas Refining & Marketing names. PSX ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
17,700 | $4,373,316 | |
| 2 | MPC |
Marathon Petroleum Corp
|
9,053 | $2,210,561 | |
| 3 | PSX |
Phillips 66
This page
|
5,384 | $980,857 | |
| 4 | PBF |
PBF Energy Inc.
|
3,631 | $172,908 | |
| 5 | SUN |
Sunoco LP
|
1,331 | $86,475 | |
| 6 | DINO |
HF Sinclair Corp
|
81 | $5,053 | |
| 7 | DK |
Delek US Holdings, Inc.
|
100 | $4,507 | |
| 8 | PARR |
Par Pacific Holdings, Inc.
|
54 | $3,382 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $980,857 | 5,384 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $713,204 | 5,527 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $845,636 | 6,217 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $538,043 | 4,510 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $636,415 | 5,154 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $513,824 | 4,510 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $529,349 | 4,027 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $403,181 | 2,856 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $487,243 | 2,983 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $211,958 | 1,592 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $207,258 | 1,725 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $154,134 | 1,616 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $172,650 | 1,703 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $405,807 | 3,899 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $314,000 | 3,890 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $318,039 | 3,879 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $349,361 | 4,044 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $336,431 | 4,643 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $680,831 | 9,722 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $834,342 | 9,722 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $727,499 | 8,922 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $560,359 | 8,012 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $362,413 | 6,991 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $245,107 | 3,409 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,224,330 | 153,296 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||