Position in PSX
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$987,082
-$125,491 QoQ
Shares Held
5,839
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#891
of 2,093 holders
Holding Since
Mar 2020
23 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, 2026CX Institutional holds $6,128,101 across 7 Oil & Gas Refining & Marketing names. PSX ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
16,287 | $4,164,097 | |
| 2 | PSX |
Phillips 66
This page
|
5,839 | $987,082 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
3,645 | $949,303 | |
| 4 | DINO |
HF Sinclair Corp
|
337 | $23,472 | |
| 5 | PARR |
Par Pacific Holdings, Inc.
|
34 | $1,906 | |
| 6 | WKC |
World Kinect Corp
|
48 | $1,581 | |
| 7 | CVI |
Cvr Energy Inc
|
24 | $660 |
All Filings in PSX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $987,082 | 5,839 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,112,573 | 6,107 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $529,967 | 4,107 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $570,195 | 4,192 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $363,507 | 3,047 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $449,714 | 3,642 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $361,499 | 3,173 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $386,463 | 2,940 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $486,612 | 3,447 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $567,933 | 3,477 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $445,087 | 3,343 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $409,230 | 3,406 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,250,741 | 34,082 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $322,996 | 3,186 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $279,142 | 2,682 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $120,197 | 1,466 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $56,374 | 805 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $85,991 | 1,002 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $73,793 | 905 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $371,661 | 5,314 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,426,118 | 27,510 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $3,055,750 | 42,500 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,951,143 | 36,368 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||