Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$140,247,429
+$37,210,978 QoQ
Shares Held
829,621
+46.7% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#53
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 84%
None 16%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $2,177,619,385 across 12 Oil & Gas Refining & Marketing names. PSX ranks #3 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
5,223,386 | $1,360,378,647 | |
| 2 | MPC |
Marathon Petroleum Corp
|
2,030,778 | $519,209,008 | |
| 3 | PSX |
Phillips 66
This page
|
829,621 | $140,247,429 | |
| 4 | PBF |
PBF Energy Inc.
|
1,704,319 | $77,580,600 | |
| 5 | DINO |
HF Sinclair Corp
|
431,600 | $30,060,939 | |
| 6 | DK |
Delek US Holdings, Inc.
|
564,194 | $28,666,696 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
191,474 | $10,737,860 | |
| 8 | WKC |
World Kinect Corp
|
202,460 | $6,669,031 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,247,429 | 829,621 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $103,036,451 | 565,575 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $67,262,098 | 521,250 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $56,094,375 | 412,398 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $50,154,791 | 420,409 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $62,157,731 | 503,383 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $58,532,332 | 513,757 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $76,382,963 | 581,080 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $87,987,589 | 623,274 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $107,013,505 | 655,158 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $82,487,815 | 619,557 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $68,313,082 | 568,565 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $55,971,557 | 586,827 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $71,119,487 | 701,514 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $95,326,766 | 915,899 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $80,546,206 | 997,847 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $79,274,898 | 966,885 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $80,150,479 | 927,775 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $58,812,518 | 811,655 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $196,572,178 | 2,806,971 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $253,169,340 | 2,950,004 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $237,763,462 | 2,915,912 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $202,186,117 | 2,890,851 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $24,008,242 | 463,122 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $110,760,869 | 1,540,485 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $52,726,787 | 982,792 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||