Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$43,098,114
-$3,939,668 QoQ
Shares Held
254,943
-1.3% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#115
of 2,096 holders
Holding Since
Mar 2020
26 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, 2026Cetera Investment Advisers holds $135,216,003 across 13 Oil & Gas Refining & Marketing names. PSX ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
197,566 | $51,454,089 | |
| 2 | PSX |
Phillips 66
This page
|
254,943 | $43,098,114 | |
| 3 | MPC |
Marathon Petroleum Corp
|
112,834 | $28,848,268 | |
| 4 | SUN |
Sunoco LP
|
62,112 | $4,192,560 | |
| 5 | DINO |
HF Sinclair Corp
|
57,549 | $4,008,287 | |
| 6 | DKL |
Delek Logistics Partners, LP
|
16,061 | $827,783 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
12,094 | $678,231 | |
| 8 | PBF |
PBF Energy Inc.
|
12,497 | $568,863 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,098,114 | 254,943 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $47,037,782 | 258,194 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $30,695,002 | 237,872 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $31,239,713 | 229,670 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,896,101 | 141,627 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,091,731 | 138,417 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $14,428,778 | 126,646 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,204,833 | 130,885 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $18,867,370 | 133,650 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $23,283,790 | 142,548 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $4,531,153 | 34,033 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,289,355 | 35,700 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,391,712 | 35,560 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,090,885 | 40,352 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,094,299 | 39,338 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,439,318 | 17,831 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,701,128 | 20,748 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,470,530 | 17,022 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,080,016 | 14,905 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $917,673 | 13,104 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,130,163 | 13,169 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $899,712 | 11,034 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $848,232 | 12,128 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $318,919 | 6,152 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $296,156 | 4,119 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $267,606 | 4,988 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||