Position in PSX
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$21,518,737
+$6,429,058 QoQ
Shares Held
118,118
+1.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $34,979,749 across 6 Oil & Gas Refining & Marketing names. PSX ranks #1 (61.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
118,118 | $21,518,737 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
24,798 | $6,127,089 | |
| 3 | MPC |
Marathon Petroleum Corp
|
22,591 | $5,516,270 | |
| 4 | DINO |
HF Sinclair Corp
|
21,086 | $1,315,555 | |
| 5 | DKL |
Delek Logistics Partners, LP
|
9,288 | $462,170 | |
| 6 | CLNE |
Clean Energy Fuels Corp.
|
16,100 | $39,928 |
All Filings in PSX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,518,737 | 118,118 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $15,089,679 | 116,938 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $14,661,323 | 107,788 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $12,730,264 | 106,708 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $12,300,583 | 99,616 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,942,976 | 96,050 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $11,744,137 | 89,343 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,181,889 | 93,376 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,571,038 | 95,329 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $15,878,409 | 119,261 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $14,226,601 | 118,407 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $10,789,576 | 113,122 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $10,965,564 | 108,163 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,543,927 | 91,698 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $6,205,834 | 76,881 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,635,910 | 68,739 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,070,163 | 23,963 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $1,218,777 | 16,820 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $834,057 | 11,910 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $912,524 | 10,633 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $865,139 | 10,610 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $962,933 | 13,768 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $700,617 | 13,515 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||