Position in PSX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,142,969
+$916,771 QoQ
Shares Held
17,252
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $3,525,943 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (89.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
17,252 | $3,142,969 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,550 | $382,974 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,142,969 | 17,252 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,226,198 | 17,252 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,346,617 | 17,252 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,058,402 | 17,254 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,154,972 | 17,452 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,988,306 | 17,452 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,294,065 | 17,452 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,386,337 | 16,904 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,769,919 | 16,958 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,362,968 | 17,748 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,132,422 | 17,748 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,692,804 | 17,748 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,807,402 | 17,828 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,864,905 | 17,918 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,450,780 | 17,973 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,503,696 | 18,340 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,584,392 | 18,340 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,329,133 | 18,343 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,284,490 | 18,342 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,574,110 | 18,342 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,499,683 | 18,392 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,286,336 | 18,392 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $961,994 | 18,557 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,460,073 | 20,307 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,081,101 | 20,151 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||