Position in PSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,738,003
-$221,160 QoQ
Shares Held
10,281
-4.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#184
of 792 holders
Holding Since
Sep 2020
24 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $4,847,535 across 6 Oil & Gas Refining & Marketing names. PSX ranks #1 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
10,281 | $1,738,003 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
4,730 | $1,231,881 | |
| 3 | MPC |
Marathon Petroleum Corp
|
2,462 | $629,459 | |
| 4 | CAPL |
CrossAmerica Partners LP
|
27,190 | $609,599 | |
| 5 | PARR |
Par Pacific Holdings, Inc.
|
5,901 | $330,928 | |
| 6 | SUN |
Sunoco LP
|
4,558 | $307,665 |
All Filings in PSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,738,003 | 10,281 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,959,163 | 10,754 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,518,542 | 11,768 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,691,272 | 12,434 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,463,811 | 12,270 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,304,442 | 10,564 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,101,361 | 9,667 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $1,702,014 | 12,948 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,843,115 | 13,056 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $3,951,357 | 24,191 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $2,261,782 | 16,988 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $1,991,366 | 16,574 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $1,138,264 | 11,934 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $1,245,656 | 12,287 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $1,377,394 | 13,234 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $1,114,662 | 13,809 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $881,638 | 10,753 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $3,962,795 | 45,871 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $541,493 | 7,473 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $911,160 | 13,011 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $661,328 | 7,706 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $559,119 | 6,857 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $636,733 | 9,104 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $310,417 | 5,988 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||