Position in PSX
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$38,274,560
+$10,928,791 QoQ
Shares Held
210,092
-0.9% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $110,607,848 across 10 Oil & Gas Refining & Marketing names. PSX ranks #1 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
210,092 | $38,274,560 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
142,449 | $35,196,298 | |
| 3 | MPC |
Marathon Petroleum Corp
|
127,851 | $31,218,657 | |
| 4 | SUN |
Sunoco LP
|
31,651 | $2,056,365 | |
| 5 | DINO |
HF Sinclair Corp
|
28,152 | $1,756,403 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
13,015 | $815,259 | |
| 7 | SGU |
Star Group, L.P.
|
43,941 | $539,595 | |
| 8 | CVI |
Cvr Energy Inc
|
13,400 | $450,910 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,274,560 | 210,092 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $27,345,769 | 211,917 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $34,799,220 | 255,839 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $33,014,008 | 276,731 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $37,141,302 | 300,788 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $33,286,244 | 292,164 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $39,672,004 | 301,803 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $42,624,728 | 301,939 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $48,654,739 | 297,874 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $42,396,968 | 318,439 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $33,900,562 | 282,152 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $26,398,513 | 276,772 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $27,250,842 | 268,799 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $29,322,146 | 281,727 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $21,953,014 | 271,965 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,998,098 | 243,909 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $21,667,648 | 250,812 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $16,859,268 | 232,670 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $15,785,462 | 225,410 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $17,968,905 | 209,379 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $16,217,245 | 198,887 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $14,173,620 | 202,654 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,634,917 | 224,439 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $16,540,882 | 230,054 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $12,379,469 | 230,745 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||