Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$103,965
-$11,537 QoQ
Shares Held
615
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,804
of 2,091 holders
Holding Since
Mar 2020
24 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, 2026Key Financial Inc holds $1,726,361 across 8 Oil & Gas Refining & Marketing names. PSX ranks #2 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
5,378 | $1,374,993 | |
| 2 | PSX |
Phillips 66
This page
|
615 | $103,965 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
333 | $86,726 | |
| 4 | SUN |
Sunoco LP
|
1,036 | $69,930 | |
| 5 | DINO |
HF Sinclair Corp
|
526 | $36,635 | |
| 6 | DK |
Delek US Holdings, Inc.
|
640 | $32,518 | |
| 7 | PBF |
PBF Energy Inc.
|
473 | $21,530 | |
| 8 | IEP |
Icahn Enterprises L.P.
|
9 | $64 |
All Filings in PSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,965 | 615 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $115,502 | 634 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $66,713 | 517 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $69,914 | 514 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $61,320 | 514 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $63,468 | 514 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $58,560 | 514 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $65,067 | 495 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $69,879 | 495 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $80,853 | 495 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $65,904 | 495 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $62,117 | 517 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $49,311 | 517 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $45,519 | 449 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $46,731 | 449 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $36,243 | 449 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $34,353 | 419 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $36,197 | 419 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $30,360 | 419 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $29,342 | 419 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $48,488 | 565 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $46,070 | 565 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $135,333 | 1,935 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $103,812 | 1,935 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||