Position in PSX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,378,162
+$986,794 QoQ
Shares Held
18,543
+0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
6 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Laird Norton Wetherby Trust Company, LLC holds $12,005,097 across 6 Oil & Gas Refining & Marketing names. PSX ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
19,360 | $4,727,324 | |
| 2 | PSX |
Phillips 66
This page
|
18,543 | $3,378,162 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
10,362 | $2,560,242 | |
| 4 | DINO |
HF Sinclair Corp
|
8,385 | $523,139 | |
| 5 | UGP |
Ultrapar Holdings Inc
|
87,112 | $479,986 | |
| 6 | PBF |
PBF Energy Inc.
|
7,061 | $336,244 |
All Filings in PSX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,378,162 | 18,543 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,391,368 | 18,532 | Shares | Sole | 2026-02-17 | |
| 2023-12-31 | $1,346,977 | 10,117 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $1,320,643 | 15,287 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,113,782 | 15,371 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,193,031 | 17,036 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||