Position in PSX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$283,665
-$132,797 QoQ
Shares Held
1,678
-26.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,513
of 2,093 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $562,538 across 9 Oil & Gas Refining & Marketing names. PSX ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,678 | $283,665 | |
| 2 | MPC |
Marathon Petroleum Corp
|
895 | $228,824 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
177 | $46,097 | |
| 4 | IEP |
Icahn Enterprises L.P.
|
173 | $1,247 | |
| 5 | DINO |
HF Sinclair Corp
|
17 | $1,184 | |
| 6 | DK |
Delek US Holdings, Inc.
|
18 | $914 | |
| 7 | PBF |
PBF Energy Inc.
|
10 | $455 | |
| 8 | UGP |
Ultrapar Holdings Inc
|
25 | $125 |
All Filings in PSX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,665 | 1,678 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $416,462 | 2,286 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $264,531 | 2,050 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $348,211 | 2,560 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $318,292 | 2,668 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $253,874 | 2,056 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $264,545 | 2,322 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $221,624 | 1,686 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $173,780 | 1,231 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $14,047 | 86 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||