Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,007,230
-$370,932 QoQ
Shares Held
17,789
-4.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#542
of 2,105 holders
Holding Since
Sep 2021
7 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 Jun 30, 2026Laird Norton Wetherby Trust Company, LLC holds $12,321,402 across 6 Oil & Gas Refining & Marketing names. PSX ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
19,181 | $4,904,006 | |
| 2 | PSX |
Phillips 66
This page
|
17,789 | $3,007,230 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
10,457 | $2,723,421 | |
| 4 | DINO |
HF Sinclair Corp
|
12,395 | $863,310 | |
| 5 | UGP |
Ultrapar Holdings Inc
|
98,562 | $494,781 | |
| 6 | PBF |
PBF Energy Inc.
|
7,220 | $328,654 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,007,230 | 17,789 | Shares | Other | 2026-08-14 | |
| 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. | ||||||