Position in PSX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,675,061
+$2,262,995 QoQ
Shares Held
42,129
+0.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
4.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Sovereign Investment Advisors, LLC holds $10,502,685 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (73.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
42,129 | $7,675,061 | |
| 2 | SUN |
Sunoco LP
|
43,522 | $2,827,624 |
All Filings in PSX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,675,061 | 42,129 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,412,066 | 41,941 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,730,386 | 42,129 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $5,025,989 | 42,129 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $5,202,088 | 42,129 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,799,756 | 42,129 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,537,857 | 42,129 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,947,350 | 42,129 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,881,350 | 42,129 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,609,055 | 42,129 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,061,799 | 42,129 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,018,264 | 42,129 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $4,271,038 | 42,129 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,384,786 | 42,129 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,400,652 | 42,129 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,454,156 | 42,129 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,639,524 | 42,129 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||