Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$199,303,354
+$34,464,343 QoQ
Shares Held
1,178,961
+30.3% QoQ
Ownership
0.295%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#39
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 95%
None 5%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $1,254,725,154 across 8 Oil & Gas Refining & Marketing names. PSX ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
3,252,153 | $831,477,956 | |
| 2 | PSX |
Phillips 66
This page
|
1,178,961 | $199,303,354 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
694,975 | $180,999,287 | |
| 4 | DINO |
HF Sinclair Corp
|
436,279 | $30,386,831 | |
| 5 | DK |
Delek US Holdings, Inc.
|
209,874 | $10,663,696 | |
| 6 | CVI |
Cvr Energy Inc
|
50,101 | $1,379,781 | |
| 7 | UGP |
Ultrapar Holdings Inc
|
76,972 | $386,399 | |
| 8 | CLNE |
Clean Energy Fuels Corp.
|
62,366 | $127,850 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,303,354 | 1,178,961 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $164,839,011 | 904,814 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $52,087,381 | 403,653 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $18,913,851 | 139,052 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,402,821 | 129,110 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $15,584,286 | 126,209 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $67,151,821 | 589,413 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $549,301,548 | 4,178,787 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,806,686,881 | 12,797,952 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,310,440,704 | 14,144,978 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,451,642,725 | 10,903,130 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,088,667,614 | 9,060,904 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,042,648,472 | 10,931,521 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $874,298,888 | 8,623,978 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $622,086,055 | 5,976,999 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $637,691,466 | 7,900,043 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $553,435,940 | 6,750,042 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $620,978,832 | 7,188,087 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $321,315,681 | 4,434,387 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $305,511,826 | 4,362,585 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $886,747,847 | 10,332,648 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $866,845,377 | 10,630,922 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $744,773,991 | 10,648,756 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $515,354,606 | 9,941,254 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $532,667,482 | 7,408,449 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $163,210,380 | 3,042,132 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||