Position in PSX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,292,104
+$3,221,091 QoQ
Shares Held
45,516
+15.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 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 Mar 31, 2026Beacon Pointe Advisors, LLC holds $44,335,620 across 6 Oil & Gas Refining & Marketing names. PSX ranks #3 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
93,550 | $23,114,334 | |
| 2 | SUN |
Sunoco LP
|
138,519 | $8,999,579 | |
| 3 | PSX |
Phillips 66
This page
|
45,516 | $8,292,104 | |
| 4 | MPC |
Marathon Petroleum Corp
|
14,912 | $3,641,212 | |
| 5 | DINO |
HF Sinclair Corp
|
3,262 | $203,516 | |
| 6 | CLNE |
Clean Energy Fuels Corp.
|
34,224 | $84,875 |
All Filings in PSX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,292,104 | 45,516 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,071,013 | 39,298 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,729,260 | 27,417 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,269,655 | 27,407 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,528,441 | 28,575 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,377,609 | 47,201 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,309,205 | 47,997 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,855,356 | 48,561 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,519,651 | 52,159 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,700,669 | 50,328 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,679,850 | 47,273 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,236,565 | 23,449 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,241,004 | 22,105 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,077,748 | 10,355 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $751,261 | 9,307 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $783,578 | 9,557 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,019,035 | 46,522 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $611,779 | 8,443 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $399,731 | 5,708 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $813,316 | 9,477 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $272,425 | 3,341 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||