Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$77,086
-$8,538 QoQ
Shares Held
456
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,841
of 2,096 holders
Holding Since
Sep 2023
12 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, 2026Salomon & Ludwin, LLC holds $342,558 across 7 Oil & Gas Refining & Marketing names. PSX ranks #3 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
446 | $114,028 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
364 | $94,800 | |
| 3 | PSX |
Phillips 66
This page
|
456 | $77,086 | |
| 4 | PARR |
Par Pacific Holdings, Inc.
|
514 | $28,825 | |
| 5 | WKC |
World Kinect Corp
|
415 | $13,670 | |
| 6 | CVI |
Cvr Energy Inc
|
357 | $9,831 | |
| 7 | DINO |
HF Sinclair Corp
|
62 | $4,318 |
All Filings in PSX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,086 | 456 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $85,624 | 470 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $60,648 | 470 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $64,065 | 471 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $22,547 | 189 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $23,337 | 189 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $21,532 | 189 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $24,844 | 189 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $18,634 | 132 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $111,234 | 681 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $82,946 | 623 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $74,853 | 623 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||