Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$26,017,809
+$2,562,863 QoQ
Shares Held
153,906
+19.5% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#167
of 2,091 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $73,669,840 across 16 Oil & Gas Refining & Marketing names. PSX ranks #1 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
153,906 | $26,017,809 | |
| 2 | MPC |
Marathon Petroleum Corp
|
80,816 | $20,662,226 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
69,018 | $17,975,047 | |
| 4 | DINO |
HF Sinclair Corp
|
45,670 | $3,180,915 | |
| 5 | PBF |
PBF Energy Inc.
|
60,830 | $2,768,981 | |
| 6 | WKC |
World Kinect Corp
|
42,417 | $1,397,215 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
10,633 | $596,298 | |
| 8 | SUN |
Sunoco LP
|
6,015 | $406,012 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,017,809 | 153,906 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $23,454,946 | 128,746 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,301,116 | 110,827 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $11,641,543 | 85,587 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,804,275 | 57,035 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,324,092 | 59,314 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,081,779 | 88,491 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,031,833 | 114,354 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,850,567 | 112,280 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $17,918,071 | 109,698 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,477,362 | 101,227 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $10,572,599 | 87,995 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $9,117,564 | 95,592 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,514,602 | 83,987 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $9,422,050 | 90,527 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,745,890 | 120,737 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $8,749,152 | 106,710 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $9,305,585 | 107,716 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $7,993,424 | 110,315 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,607,078 | 108,626 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $9,224,105 | 107,482 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,982,201 | 110,157 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $7,622,201 | 108,982 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,830,859 | 112,478 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $7,842,276 | 109,072 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,789,693 | 107,916 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||