Position in PSX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$879,200
+$336,329 QoQ
Shares Held
4,826
+14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Smartleaf Asset Management LLC holds $8,127,040 across 12 Oil & Gas Refining & Marketing names. PSX ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
19,635 | $4,851,415 | |
| 2 | MPC |
Marathon Petroleum Corp
|
8,643 | $2,110,447 | |
| 3 | PSX |
Phillips 66
This page
|
4,826 | $879,200 | |
| 4 | DINO |
HF Sinclair Corp
|
1,350 | $84,226 | |
| 5 | PBF |
PBF Energy Inc.
|
1,532 | $72,953 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
1,050 | $65,772 | |
| 7 | DK |
Delek US Holdings, Inc.
|
620 | $27,943 | |
| 8 | UGP |
Ultrapar Holdings Inc
|
2,608 | $14,370 |
All Filings in PSX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $879,200 | 4,826 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $542,871 | 4,207 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $524,765 | 3,858 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $262,460 | 2,200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $413,164 | 3,346 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $392,374 | 3,444 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $379,627 | 2,888 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $215,425 | 1,526 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $183,594 | 1,124 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $314,742 | 2,364 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||