Position in PSX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$5,208,707
+$1,282,537 QoQ
Shares Held
28,591
-6.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026UMB Bank, n.a. holds $12,000,686 across 10 Oil & Gas Refining & Marketing names. PSX ranks #1 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
28,591 | $5,208,707 | |
| 2 | MPC |
Marathon Petroleum Corp
|
15,939 | $3,891,984 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
10,652 | $2,631,895 | |
| 4 | DINO |
HF Sinclair Corp
|
1,767 | $110,243 | |
| 5 | PBF |
PBF Energy Inc.
|
2,033 | $96,811 | |
| 6 | IEP |
Icahn Enterprises L.P.
|
3,139 | $23,699 | |
| 7 | CAPL |
CrossAmerica Partners LP
|
800 | $16,624 | |
| 8 | CVI |
Cvr Energy Inc
|
325 | $10,936 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,208,707 | 28,591 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $3,926,170 | 30,426 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,915,898 | 36,141 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $4,305,297 | 36,088 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $4,631,240 | 37,506 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $4,208,004 | 36,935 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $5,183,204 | 39,431 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $5,637,058 | 39,931 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $6,648,427 | 40,703 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $5,611,450 | 42,147 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $5,136,411 | 42,750 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $4,050,979 | 42,472 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $4,307,433 | 42,488 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $4,470,235 | 42,950 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $3,554,747 | 44,038 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $4,026,856 | 49,114 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $4,303,431 | 49,814 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $3,712,125 | 51,230 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,622,063 | 37,442 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $3,279,438 | 38,213 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,697,506 | 33,082 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,361,313 | 33,762 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,457,993 | 47,415 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $3,409,138 | 47,415 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $8,527,720 | 158,951 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||