KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Position in PSX — Phillips 66

CIK 1021223 LOS ANGELES, CA

Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$162,795

-$17,927 QoQ

Shares Held

963

-2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,756

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $5,188,522 across 5 Oil & Gas Refining & Marketing names. PSX ranks #3 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	15,488	$4,033,694
2	MPC	Marathon Petroleum Corp	3,591	$918,110
3	PSX	Phillips 66 This page	963	$162,795
4	DINO	HF Sinclair Corp	877	$61,083
5	SGU	Star Group, L.P.	1,000	$12,840

All Filings in PSX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$162,795	963	-2.9%	Shares	Sole	2026-08-13
2026-03-31	$180,722	992	-2.1%	Shares	Sole	2026-05-14
2025-12-31	$130,717	1,013	0.0%	Shares	Sole	2026-02-13
2025-09-30	$137,788	1,013	0.0%	Shares	Sole	2025-11-13
2025-06-30	$120,850	1,013	+1.8%	Shares	Sole	2025-08-13
2025-03-31	$122,862	995	-1.2%	Shares	Sole	2025-05-14
2024-12-31	$114,727	1,007	+28.6%	Shares	Sole	2025-02-21
2024-09-30	$102,925	783	0.0%	Shares	Sole	2024-11-13
2024-06-30	$110,536	783	+1.3%	Shares	Sole	2024-08-13
2024-03-31	$126,261	773	+3.1%	Shares	Sole	2024-05-14
2023-12-31	$99,855	750	+4.6%	Shares	Sole	2024-02-13
2023-09-30	$86,147	717	+5.0%	Shares	Sole	2023-11-13
2023-06-30	$65,144	683	+0.9%	Shares	Sole	2023-08-11
2023-03-31	$68,634	677	+0.9%	Shares	Sole	2023-05-16
2022-12-31	$69,837	671	+3.2%	Shares	Sole	2023-02-14
2022-09-30	$52,468	650	+44.4%	Shares	Sole	2022-11-16
2022-06-30	$36,895	450	0.0%	Shares	Sole	2022-08-12
2022-03-31	$38,875	450	0.0%	Shares	Sole	2022-05-16
2021-12-31	$32,607	450	0.0%	Shares	Sole	2022-02-14
2021-09-30	$31,513	450	0.0%	Shares	Sole	2021-11-12
2021-06-30	$38,619	450	0.0%	Shares	Sole	2021-08-13
2021-03-31	$36,693	450	0.0%	Shares	Sole	2021-05-17
2020-12-31	$31,473	450	0.0%	Shares	Sole	2021-02-12
2020-09-30	$23,328	450	0.0%	Shares	Sole	2020-11-16
2020-06-30	$32,355	450	-71.9%	Shares	Sole	2020-08-14
2020-03-31	$86,054	1,604	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.