Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$352,638
New position
Shares Held
2,086
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,373
of 2,093 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026New World Advisors LLC holds $608,650 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (57.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
2,086 | $352,638 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
983 | $256,012 |
All Filings in PSX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,638 | 2,086 | Shares | Defined | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||