Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,027,744
+$3,587,036 QoQ
Shares Held
171,711
+23.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#153
of 2,091 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, 2026Steward Partners Investment Advisory, LLC holds $92,679,150 across 8 Oil & Gas Refining & Marketing names. PSX ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
197,998 | $50,622,148 | |
| 2 | PSX |
Phillips 66
This page
|
171,711 | $29,027,744 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
38,395 | $9,999,593 | |
| 4 | DK |
Delek US Holdings, Inc.
|
44,715 | $2,271,969 | |
| 5 | DINO |
HF Sinclair Corp
|
7,451 | $518,962 | |
| 6 | SUN |
Sunoco LP
|
2,929 | $197,707 | |
| 7 | IEP |
Icahn Enterprises L.P.
|
5,660 | $40,808 | |
| 8 | CLNE |
Clean Energy Fuels Corp.
|
107 | $219 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,027,744 | 171,711 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $25,440,708 | 139,646 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,076,199 | 109,084 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $14,400,981 | 105,874 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,905,277 | 108,175 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,271,136 | 107,476 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,065,642 | 105,904 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $16,453,333 | 125,168 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,314,262 | 108,481 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $17,813,697 | 109,059 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,506,934 | 108,960 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,667,766 | 97,110 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,224,009 | 96,708 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,765,327 | 96,324 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,444,844 | 100,354 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $7,951,807 | 98,511 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $10,679,197 | 130,250 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $11,356,483 | 131,456 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,603,746 | 63,535 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,594,948 | 65,614 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,433,864 | 63,317 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,240,983 | 64,275 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,231,509 | 60,502 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,282,709 | 82,614 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $5,044,863 | 70,165 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,236,597 | 60,328 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||