OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Position in PSX — Phillips 66
CIK 1005607
SAN FRANCISCO, CA
Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$11,114,530
-$955,259 QoQ
Shares Held
65,747
-0.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#280
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC holds $11,114,530 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
65,747 | $11,114,530 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,114,530 | 65,747 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $12,069,789 | 66,252 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,734,330 | 67,687 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $9,155,778 | 67,312 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,964,825 | 66,763 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,245,747 | 66,778 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $7,578,395 | 66,518 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,608,923 | 65,492 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $9,315,949 | 65,991 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $11,036,393 | 67,567 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $9,083,609 | 68,226 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $8,305,368 | 69,125 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $6,611,455 | 69,317 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $6,924,558 | 68,303 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $7,230,437 | 69,470 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $5,640,229 | 69,874 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $5,753,402 | 70,172 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $10,585,971 | 122,537 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $8,619,769 | 118,959 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $8,118,647 | 115,931 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $9,287,097 | 108,216 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $8,406,692 | 103,099 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $7,108,701 | 101,640 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $4,377,369 | 84,440 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $5,527,959 | 76,884 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,980,990 | 74,203 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||