Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$16,232,181
+$365,214 QoQ
Shares Held
96,020
+10.2% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#221
of 2,093 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Kestra Advisory Services, LLC holds $46,196,952 across 7 Oil & Gas Refining & Marketing names. PSX ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
96,020 | $16,232,181 | |
| 2 | MPC |
Marathon Petroleum Corp
|
61,376 | $15,692,001 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
37,907 | $9,872,499 | |
| 4 | SUN |
Sunoco LP
|
49,066 | $3,311,955 | |
| 5 | DINO |
HF Sinclair Corp
|
8,137 | $566,742 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
7,712 | $432,488 | |
| 7 | IEP |
Icahn Enterprises L.P.
|
12,356 | $89,086 |
All Filings in PSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,232,181 | 96,020 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $15,866,967 | 87,095 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $11,380,424 | 88,193 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,194,386 | 111,707 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,891,786 | 74,533 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $9,461,531 | 76,624 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,112,918 | 79,987 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,319,816 | 86,115 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,796,636 | 90,647 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,689,426 | 71,565 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,841,028 | 66,404 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,784,278 | 64,788 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,658,727 | 80,297 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,128,623 | 60,452 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,820,884 | 84,751 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $7,125,396 | 88,273 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,355,422 | 65,318 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,492,366 | 52,001 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $5,484,352 | 75,688 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $3,399,186 | 48,539 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $6,094,164 | 71,011 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $5,014,791 | 61,501 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $2,723,743 | 38,944 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $2,307,398 | 44,510 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||