Position in PSX
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$277,824
+$66,457 QoQ
Shares Held
1,525
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Sound Income Strategies, LLC holds $25,544,450 across 8 Oil & Gas Refining & Marketing names. PSX ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DINO |
HF Sinclair Corp
|
220,359 | $13,748,198 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
44,354 | $10,958,986 | |
| 3 | MPC |
Marathon Petroleum Corp
|
2,017 | $492,511 | |
| 4 | PSX |
Phillips 66
This page
|
1,525 | $277,824 | |
| 5 | PBF |
PBF Energy Inc.
|
1,235 | $58,810 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
116 | $7,266 | |
| 7 | DK |
Delek US Holdings, Inc.
|
16 | $721 | |
| 8 | CVI |
Cvr Energy Inc
|
4 | $134 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $277,824 | 1,525 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $211,367 | 1,638 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $200,221 | 1,472 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $190,283 | 1,595 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $91,745 | 743 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $70,636 | 620 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $60,467 | 460 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $56,044 | 397 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $82,486 | 505 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $67,368 | 506 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $23,549 | 196 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $18,694 | 196 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $20,580 | 203 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $20,399 | 196 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $21,713 | 269 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $14,020 | 171 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $11,489 | 133 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $4,782 | 66 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $770 | 11 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $944 | 11 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $896 | 11 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $9,441 | 135 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $14,774 | 285 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $20,491 | 285 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $15,290 | 285 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||