Position in PSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$50,715
-$5,396 QoQ
Shares Held
300
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,877
of 2,093 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026Fortitude Family Office, LLC holds $236,728 across 9 Oil & Gas Refining & Marketing names. PSX ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
331 | $84,626 | |
| 2 | PSX |
Phillips 66
This page
|
300 | $50,715 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
183 | $47,660 | |
| 4 | DINO |
HF Sinclair Corp
|
317 | $22,079 | |
| 5 | PBF |
PBF Energy Inc.
|
343 | $15,613 | |
| 6 | DK |
Delek US Holdings, Inc.
|
169 | $8,586 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
103 | $5,776 | |
| 8 | CLNE |
Clean Energy Fuels Corp.
|
575 | $1,178 |
All Filings in PSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,715 | 300 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $56,111 | 308 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $27,614 | 214 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $31,964 | 235 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $28,035 | 235 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $32,845 | 266 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $30,305 | 266 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $29,970 | 228 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $37,410 | 265 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $28,421 | 174 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $23,166 | 174 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||