Position in PSX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$327,449
-$18,510 QoQ
Shares Held
1,937
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,421
of 2,093 holders
Holding Since
Sep 2022
16 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, 2026SJS Investment Consulting Inc. holds $1,021,115 across 9 Oil & Gas Refining & Marketing names. PSX ranks #2 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
2,423 | $619,488 | |
| 2 | PSX |
Phillips 66
This page
|
1,937 | $327,449 | |
| 3 | WKC |
World Kinect Corp
|
798 | $26,286 | |
| 4 | VLO |
Valero Energy Corp/Tx
|
71 | $18,490 | |
| 5 | DINO |
HF Sinclair Corp
|
206 | $14,347 | |
| 6 | PBF |
PBF Energy Inc.
|
187 | $8,512 | |
| 7 | DK |
Delek US Holdings, Inc.
|
74 | $3,759 | |
| 8 | CLNE |
Clean Energy Fuels Corp.
|
942 | $1,931 |
All Filings in PSX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,449 | 1,937 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $345,959 | 1,899 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $246,852 | 1,913 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $221,032 | 1,625 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $27,557 | 231 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $30,745 | 249 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $28,368 | 249 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $33,650 | 256 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $36,138 | 256 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $42,958 | 263 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $35,014 | 263 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $31,599 | 263 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $23,557 | 247 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $25,952 | 256 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $25,914 | 249 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $18,807 | 233 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||