Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$159,794,681
-$27,812,643 QoQ
Shares Held
945,251
-8.2% QoQ
Ownership
0.237%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#47
of 2,093 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $419,897,951 across 7 Oil & Gas Refining & Marketing names. PSX ranks #2 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
913,704 | $237,965,069 | |
| 2 | PSX |
Phillips 66
This page
|
945,251 | $159,794,681 | |
| 3 | WKC |
World Kinect Corp
|
402,418 | $13,255,648 | |
| 4 | CVI |
Cvr Energy Inc
|
261,399 | $7,198,928 | |
| 5 | PARR |
Par Pacific Holdings, Inc.
|
13,449 | $754,219 | |
| 6 | CLNE |
Clean Energy Fuels Corp.
|
324,126 | $664,458 | |
| 7 | DINO |
HF Sinclair Corp
|
3,804 | $264,948 |
All Filings in PSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,794,681 | 945,251 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $187,607,324 | 1,029,791 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $156,607,460 | 1,213,635 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $193,452,540 | 1,422,236 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $181,490,374 | 1,521,294 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $191,691,957 | 1,552,413 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $175,593,473 | 1,541,240 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $78,648,901 | 598,318 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $76,623,264 | 542,773 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $70,563,370 | 432,003 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,844,432 | 36,386 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,269,186 | 52,178 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $5,014,889 | 52,578 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,442,256 | 33,954 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,434,014 | 13,778 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $66,512,714 | 823,993 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $83,047,834 | 1,012,902 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $98,166,512 | 1,136,318 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $73,125,907 | 1,009,190 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $75,082,104 | 1,072,142 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,569,733 | 18,291 | Shares | Sole | 2021-08-16 | |
| 2020-09-30 | $18,431,971 | 355,555 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $45,152,409 | 627,989 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $51,874,345 | 966,903 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||