Position in PSX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$50,574,624
+$16,474,514 QoQ
Shares Held
277,608
+5.1% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 17.056424886890866.ToString("F0")%
Shared 0.ToString("F0")%
None 82.94357511310913.ToString("F0")%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026IEQ CAPITAL, LLC holds $108,794,941 across 10 Oil & Gas Refining & Marketing names. PSX ranks #1 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
277,608 | $50,574,624 | |
| 2 | DINO |
HF Sinclair Corp
|
371,411 | $23,172,332 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
79,706 | $19,693,758 | |
| 4 | MPC |
Marathon Petroleum Corp
|
29,300 | $7,154,473 | |
| 5 | PBF |
PBF Energy Inc.
|
124,321 | $5,920,166 | |
| 6 | DK |
Delek US Holdings, Inc.
|
26,631 | $1,200,259 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
7,640 | $478,569 | |
| 8 | WKC |
World Kinect Corp
|
9,096 | $209,844 |
All Filings in PSX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,574,624 | 277,608 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $34,100,110 | 264,260 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $25,433,971 | 186,987 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,710,505 | 56,249 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $5,301,983 | 42,938 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,734,206 | 23,999 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $1,955,318 | 14,875 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,136,890 | 15,137 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,274,019 | 13,922 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $1,685,685 | 12,661 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $1,266,020 | 10,537 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $954,467 | 10,007 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $1,044,112 | 10,299 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $1,143,006 | 10,982 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $756,104 | 9,367 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $650,098 | 7,929 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $601,792 | 6,966 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $440,339 | 6,077 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $478,794 | 6,837 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $274,624 | 3,200 | Shares | Other | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||