Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,033,502
+$526,186 QoQ
Shares Held
12,029
+3.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#648
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, 2026Global Retirement Partners, LLC holds $8,923,438 across 13 Oil & Gas Refining & Marketing names. PSX ranks #3 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
12,769 | $3,264,650 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
10,780 | $2,807,543 | |
| 3 | PSX |
Phillips 66
This page
|
12,029 | $2,033,502 | |
| 4 | DINO |
HF Sinclair Corp
|
5,125 | $356,956 | |
| 5 | SUN |
Sunoco LP
|
3,514 | $237,195 | |
| 6 | PBF |
PBF Energy Inc.
|
2,259 | $102,829 | |
| 7 | IEP |
Icahn Enterprises L.P.
|
8,353 | $60,225 | |
| 8 | UGP |
Ultrapar Holdings Inc
|
4,573 | $22,956 |
All Filings in PSX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,033,502 | 12,029 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,507,316 | 11,681 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,209,081 | 8,889 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,229,983 | 10,310 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,041,320 | 9,140 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,195,143 | 9,092 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,302,434 | 9,226 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $454,738 | 2,784 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $359,744 | 2,702 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $251,353 | 2,092 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $192,095 | 2,014 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $201,137 | 1,984 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $183,805 | 1,766 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $87,177 | 1,080 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $89,287 | 1,089 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $102,026 | 1,181 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $11,695 | 167 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $13,731 | 160 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $12,801 | 157 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $13,918 | 199 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $8,035 | 155 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $20,275 | 282 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $16,095 | 300 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||