Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$42,321,156
-$3,913,391 QoQ
Shares Held
250,347
-1.4% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#118
of 2,096 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $236,260,876 across 11 Oil & Gas Refining & Marketing names. PSX ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
548,666 | $142,894,571 | |
| 2 | PSX |
Phillips 66
This page
|
250,347 | $42,321,156 | |
| 3 | MPC |
Marathon Petroleum Corp
|
136,693 | $34,948,297 | |
| 4 | DINO |
HF Sinclair Corp
|
105,009 | $7,313,876 | |
| 5 | APC |
ARKO Petroleum Corp.
|
128,971 | $2,431,103 | |
| 6 | SUN |
Sunoco LP
|
29,669 | $2,002,657 | |
| 7 | WKC |
World Kinect Corp
|
50,652 | $1,668,476 | |
| 8 | CAPL |
CrossAmerica Partners LP
|
55,284 | $1,239,467 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,321,156 | 250,347 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $46,234,547 | 253,785 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $52,974,658 | 410,529 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $56,378,654 | 414,488 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $53,034,334 | 444,546 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $55,255,445 | 447,485 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $42,277,824 | 371,086 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $51,606,216 | 392,592 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $59,597,031 | 422,165 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $69,749,607 | 427,021 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $59,355,007 | 445,809 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $54,245,679 | 451,483 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $42,126,767 | 441,673 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $43,707,955 | 431,130 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $45,761,684 | 439,678 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $34,868,776 | 431,972 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $36,024,846 | 439,381 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $36,298,311 | 420,168 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $31,205,041 | 430,652 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $27,548,258 | 393,378 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $29,884,751 | 348,226 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $25,448,059 | 312,093 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $23,881,079 | 341,451 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $14,496,379 | 279,637 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $18,391,225 | 255,789 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $13,997,980 | 260,913 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||