Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,378,940
-$507,533 QoQ
Shares Held
8,157
-21.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#773
of 2,097 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026HARBOUR INVESTMENTS, INC. holds $6,809,081 across 12 Oil & Gas Refining & Marketing names. PSX ranks #3 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
11,440 | $2,924,864 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
6,018 | $1,567,327 | |
| 3 | PSX |
Phillips 66
This page
|
8,157 | $1,378,940 | |
| 4 | DINO |
HF Sinclair Corp
|
9,152 | $637,436 | |
| 5 | SUN |
Sunoco LP
|
2,779 | $187,582 | |
| 6 | CVI |
Cvr Energy Inc
|
2,853 | $78,571 | |
| 7 | PBF |
PBF Energy Inc.
|
508 | $23,124 | |
| 8 | DKL |
Delek Logistics Partners, LP
|
174 | $8,967 |
All Filings in PSX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,378,940 | 8,157 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,886,473 | 10,355 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $526,354 | 4,079 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $555,505 | 4,084 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $443,080 | 3,714 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $480,213 | 3,889 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $416,983 | 3,660 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $430,498 | 3,275 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $463,037 | 3,280 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $482,833 | 2,956 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $377,318 | 2,834 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $333,055 | 2,772 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $255,523 | 2,679 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $255,781 | 2,523 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $256,244 | 2,462 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $202,445 | 2,508 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $205,630 | 2,508 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $135,137 | 1,865 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $498,963 | 7,125 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $745,947 | 8,692 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $609,348 | 7,473 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||