Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,794,665
+$627,102 QoQ
Shares Held
22,447
+29.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#488
of 2,093 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026New Age Alpha Advisors, LLC holds $12,793,346 across 6 Oil & Gas Refining & Marketing names. PSX ranks #1 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
22,447 | $3,794,665 | |
| 2 | MPC |
Marathon Petroleum Corp
|
14,605 | $3,734,060 | |
| 3 | DINO |
HF Sinclair Corp
|
37,075 | $2,582,273 | |
| 4 | PBF |
PBF Energy Inc.
|
37,403 | $1,702,584 | |
| 5 | PARR |
Par Pacific Holdings, Inc.
|
13,827 | $775,418 | |
| 6 | CVI |
Cvr Energy Inc
|
7,420 | $204,346 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,794,665 | 22,447 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,167,563 | 17,387 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,818,491 | 21,842 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,717,135 | 19,976 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,588,094 | 21,694 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,447,749 | 36,020 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $982,076 | 8,620 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||