Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,866,710
-$360,566 QoQ
Shares Held
34,704
+1.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#397
of 2,093 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Independent Advisor Alliance holds $13,153,427 across 6 Oil & Gas Refining & Marketing names. PSX ranks #1 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
34,704 | $5,866,710 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
13,911 | $3,622,979 | |
| 3 | MPC |
Marathon Petroleum Corp
|
8,985 | $2,297,194 | |
| 4 | PARR |
Par Pacific Holdings, Inc.
|
15,452 | $866,548 | |
| 5 | SUN |
Sunoco LP
|
5,640 | $380,700 | |
| 6 | IEP |
Icahn Enterprises L.P.
|
16,546 | $119,296 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,866,710 | 34,704 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,227,276 | 34,182 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,170,572 | 32,320 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,467,848 | 32,847 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,649,505 | 30,591 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,805,653 | 30,820 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,160,417 | 27,740 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,284,278 | 24,985 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,744,723 | 33,610 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,239,947 | 32,080 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,202,430 | 31,564 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,694,972 | 30,753 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,705,012 | 17,876 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,660,908 | 16,383 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $647,616 | 8,023 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $642,063 | 7,831 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $713,495 | 8,259 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $562,724 | 7,766 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $503,375 | 7,188 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $656,351 | 7,648 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $526,829 | 6,461 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $496,434 | 7,098 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $263,243 | 5,078 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $336,132 | 4,675 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $256,768 | 4,786 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||