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Equibles

Smartleaf Asset Management LLC

Position in PSX — Phillips 66

CIK 2010393 BOSTON, MA
Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$815,835
-$63,365 QoQ
Shares Held
4,826
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
11 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 Jun 30, 2026

Smartleaf Asset Management LLC holds $8,426,213 across 12 Oil & Gas Refining & Marketing names. PSX ranks #3 (9.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VLO
Valero Energy Corp/Tx
 19,635 $5,113,739
2 MPC
Marathon Petroleum Corp
 8,643 $2,209,755
3 PSX
Phillips 66
This page 		4,826 $815,835
4 DINO
HF Sinclair Corp
 1,350 $94,027
5 PBF
PBF Energy Inc.
 1,532 $69,736
6 PARR
Par Pacific Holdings, Inc.
 1,050 $58,884
7 DK
Delek US Holdings, Inc.
 620 $31,502
8 UGP
Ultrapar Holdings Inc
 2,608 $13,092

All Filings in PSX

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $815,835 4,826
2026-03-31 $879,200 4,826
2025-12-31 $542,871 4,207
2025-09-30 $524,765 3,858
2025-06-30 $262,460 2,200
2025-03-31 $413,164 3,346
2024-12-31 $392,374 3,444
2024-09-30 $379,627 2,888
2024-06-30 $215,425 1,526
2024-03-31 $183,594 1,124
2023-12-31 $314,742 2,364