Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,467,866
+$1,161,860 QoQ
Shares Held
109,245
+15.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#205
of 2,101 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $276,616,154 across 15 Oil & Gas Refining & Marketing names. PSX ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
687,912 | $175,878,460 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
235,150 | $61,242,465 | |
| 3 | PSX |
Phillips 66
This page
|
109,245 | $18,467,866 | |
| 4 | DINO |
HF Sinclair Corp
|
201,632 | $14,043,668 | |
| 5 | PBF |
PBF Energy Inc.
|
82,996 | $3,777,977 | |
| 6 | CVI |
Cvr Energy Inc
|
80,421 | $2,214,794 | |
| 7 | SUN |
Sunoco LP
|
10,722 | $723,735 | |
| 8 | IEP |
Icahn Enterprises L.P.
|
12,438 | $89,677 |
All Filings in PSX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,467,866 | 109,245 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,306,006 | 94,994 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,008,987 | 77,565 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,194,407 | 67,596 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,733,053 | 56,438 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,477,572 | 44,360 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $3,908,139 | 34,303 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,200,018 | 24,344 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,282,718 | 16,170 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,068,896 | 6,544 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $308,884 | 2,320 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $236,695 | 1,970 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $196,387 | 2,059 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $275,043 | 2,713 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $254,267 | 2,443 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $193,728 | 2,400 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $167,013 | 2,037 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $176,494 | 2,043 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $141,224 | 1,949 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $139,079 | 1,986 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $193,953 | 2,260 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $160,470 | 1,968 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $124,283 | 1,777 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||