Position in PSX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$14,523,571
+$13,823,788 QoQ
Shares Held
79,721
+1370.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 91.15665884773146.ToString("F0")%
Shared 0.ToString("F0")%
None 8.843341152268538.ToString("F0")%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026MARTINGALE ASSET MANAGEMENT L P holds $91,929,745 across 8 Oil & Gas Refining & Marketing names. PSX ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
124,043 | $30,648,544 | |
| 2 | MPC |
Marathon Petroleum Corp
|
116,803 | $28,520,956 | |
| 3 | PSX |
Phillips 66
This page
|
79,721 | $14,523,571 | |
| 4 | DINO |
HF Sinclair Corp
|
131,494 | $8,203,910 | |
| 5 | PARR |
Par Pacific Holdings, Inc.
|
67,658 | $4,238,097 | |
| 6 | WKC |
World Kinect Corp
|
145,954 | $3,367,158 | |
| 7 | DK |
Delek US Holdings, Inc.
|
43,904 | $1,978,753 | |
| 8 | CVI |
Cvr Energy Inc
|
13,336 | $448,756 |
All Filings in PSX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,523,571 | 79,721 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $699,783 | 5,423 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $585,294 | 4,303 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $763,520 | 6,400 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,248,382 | 10,110 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,191,707 | 10,460 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,063,023 | 76,554 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,877,713 | 77,054 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $18,054,623 | 110,534 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,887,729 | 119,331 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,435,912 | 11,951 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,088,476 | 11,412 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,162,423 | 11,466 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,215,550 | 11,679 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $974,290 | 12,070 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $924,437 | 11,275 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $818,977 | 9,480 | Shares | Sole | 2022-05-12 | |
| 2020-09-30 | $322,600 | 6,223 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,684,946 | 51,251 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,826,335 | 52,681 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||