Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,921,353
-$172,609 QoQ
Shares Held
17,281
+1.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#548
of 2,093 holders
Holding Since
Jun 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, 2026Mutual Advisors, LLC holds $11,308,335 across 7 Oil & Gas Refining & Marketing names. PSX ranks #1 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
17,281 | $2,921,353 | |
| 2 | MPC |
Marathon Petroleum Corp
|
9,141 | $2,337,079 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
8,521 | $2,219,209 | |
| 4 | PBF |
PBF Energy Inc.
|
37,971 | $1,728,439 | |
| 5 | PARR |
Par Pacific Holdings, Inc.
|
24,875 | $1,394,990 | |
| 6 | DINO |
HF Sinclair Corp
|
5,871 | $408,915 | |
| 7 | SUN |
Sunoco LP
|
4,420 | $298,350 |
All Filings in PSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,921,353 | 17,281 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,093,962 | 16,983 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,226,714 | 17,256 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,356,002 | 17,321 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,058,879 | 17,258 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,032,974 | 16,464 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,919,948 | 16,852 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,912,728 | 14,551 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,254,718 | 8,888 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,396,393 | 8,549 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,070,578 | 8,041 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,012,263 | 8,425 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $781,257 | 8,191 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $922,760 | 9,102 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $905,079 | 8,696 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $722,282 | 8,948 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $606,398 | 7,396 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $709,434 | 8,212 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $255,711 | 3,529 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $239,362 | 3,418 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $392,369 | 4,572 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $409,004 | 5,016 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $201,846 | 2,886 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $285,155 | 3,966 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||