Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$326,958,584
-$81,089,082 QoQ
Shares Held
1,934,094
-13.6% QoQ
Ownership
0.485%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#24
of 2,091 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026JPMORGAN CHASE & CO holds $1,864,444,561 across 17 Oil & Gas Refining & Marketing names. PSX ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
2,736,206 | $699,565,781 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
2,199,990 | $572,965,386 | |
| 3 | PSX |
Phillips 66
This page
|
1,934,094 | $326,958,584 | |
| 4 | SUN |
Sunoco LP
|
1,634,270 | $110,313,224 | |
| 5 | DINO |
HF Sinclair Corp
|
553,446 | $38,547,510 | |
| 6 | PBF |
PBF Energy Inc.
|
552,971 | $25,171,237 | |
| 7 | DK |
Delek US Holdings, Inc.
|
381,391 | $19,378,474 | |
| 8 | DKL |
Delek Logistics Partners, LP
|
328,315 | $16,921,354 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,958,584 | 1,934,094 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $408,047,666 | 2,239,805 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $192,001,319 | 1,487,921 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $252,971,348 | 1,859,810 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $312,502,407 | 2,619,467 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $335,467,618 | 2,716,777 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $196,864,879 | 1,727,946 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $446,229,362 | 3,394,670 | Shares | Sole | 2024-12-26 | |
| 2024-06-30 | $590,190,116 | 4,180,705 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $667,872,424 | 4,088,848 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $393,579,406 | 2,956,132 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $322,350,668 | 2,682,902 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $299,409,259 | 3,139,120 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $353,034,550 | 3,482,290 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $380,193,096 | 3,652,893 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $337,438,653 | 4,180,360 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $326,221,314 | 3,978,794 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $305,157,376 | 3,532,323 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $228,560,427 | 3,154,298 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $315,274,632 | 4,501,994 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $519,691,500 | 6,055,599 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $428,211,462 | 5,251,551 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $316,533,606 | 4,525,788 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $362,753,711 | 6,997,564 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $338,725,424 | 4,711,063 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $143,506,126 | 2,674,858 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||