Position in PSX
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$6,935,592
+$2,488,100 QoQ
Shares Held
38,070
+10.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026HB Wealth Management, LLC holds $20,233,020 across 6 Oil & Gas Refining & Marketing names. PSX ranks #1 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
38,070 | $6,935,592 | |
| 2 | MPC |
Marathon Petroleum Corp
|
26,525 | $6,476,874 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
21,234 | $5,246,496 | |
| 4 | DINO |
HF Sinclair Corp
|
18,484 | $1,153,216 | |
| 5 | DKL |
Delek Logistics Partners, LP
|
4,336 | $215,759 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
3,274 | $205,083 |
All Filings in PSX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,935,592 | 38,070 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,447,492 | 34,466 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,492,604 | 33,029 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,667,162 | 30,739 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,615,000 | 29,276 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,567,868 | 22,539 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,598,897 | 19,771 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,648,066 | 18,758 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,979,974 | 18,244 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,418,088 | 18,162 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,124,612 | 17,683 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,639,868 | 17,193 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,768,472 | 17,444 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,704,101 | 16,373 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,264,317 | 15,663 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,170,899 | 14,281 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,072,618 | 12,416 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $730,759 | 10,085 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||