Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$855,393
-$44,940 QoQ
Shares Held
5,060
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#949
of 2,097 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, 2026Larson Financial Group LLC holds $4,558,708 across 9 Oil & Gas Refining & Marketing names. PSX ranks #3 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
7,142 | $1,860,062 | |
| 2 | MPC |
Marathon Petroleum Corp
|
4,029 | $1,030,094 | |
| 3 | PSX |
Phillips 66
This page
|
5,060 | $855,393 | |
| 4 | SUN |
Sunoco LP
|
11,178 | $754,515 | |
| 5 | CVI |
Cvr Energy Inc
|
881 | $24,262 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
254 | $14,244 | |
| 7 | DINO |
HF Sinclair Corp
|
133 | $9,263 | |
| 8 | PBF |
PBF Energy Inc.
|
182 | $8,284 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,393 | 5,060 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $900,333 | 4,942 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $424,154 | 3,287 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $457,843 | 3,366 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $558,085 | 4,678 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $795,952 | 6,446 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $584,802 | 5,133 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $595,862 | 4,533 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $546,186 | 3,869 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $207,441 | 1,270 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $126,882 | 953 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $118,828 | 989 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $98,146 | 1,029 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $105,232 | 1,038 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $104,080 | 1,000 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $83,787 | 1,038 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $36,977 | 451 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $41,121 | 476 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $38,403 | 530 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $27,661 | 395 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $33,555 | 391 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $31,719 | 389 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $12,169 | 174 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $7,050 | 136 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $9,778 | 136 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $7,296 | 136 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||