Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$210,467
-$19,079 QoQ
Shares Held
1,245
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,693
of 2,096 holders
Holding Since
Jun 2021
5 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, 2026Triumph Capital Management holds $1,190,965 across 7 Oil & Gas Refining & Marketing names. PSX ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PARR |
Par Pacific Holdings, Inc.
|
13,397 | $751,303 | |
| 2 | PSX |
Phillips 66
This page
|
1,245 | $210,467 | |
| 3 | IEP |
Icahn Enterprises L.P.
|
16,435 | $118,496 | |
| 4 | VLO |
Valero Energy Corp/Tx
|
256 | $66,672 | |
| 5 | SUN |
Sunoco LP
|
500 | $33,750 | |
| 6 | DKL |
Delek Logistics Partners, LP
|
125 | $6,442 | |
| 7 | MPC |
Marathon Petroleum Corp
|
15 | $3,835 |
All Filings in PSX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,467 | 1,245 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $229,546 | 1,260 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $159,622 | 1,237 | Shares | Sole | 2026-02-12 | |
| 2021-09-30 | $254,979 | 3,641 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $307,750 | 3,586 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||