PEAPACK GLADSTONE FINANCIAL CORP

Position in PSX — Phillips 66

CIK 1050743 BEDMINSTER, NJ

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,030,189

-$165,458 QoQ

Shares Held

6,094

-7.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#874

of 2,097 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 34% Shared 0% None 66%

Energy · as of Jun 30, 2026

PEAPACK GLADSTONE FINANCIAL CORP holds $5,261,937 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	9,541	$2,484,857
2	MPC	Marathon Petroleum Corp	5,898	$1,507,941
3	PSX	Phillips 66 This page	6,094	$1,030,189
4	SUN	Sunoco LP	3,540	$238,950

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,030,189	6,094	-7.1%	Shares	Defined	2026-08-14
2026-03-31	$1,195,647	6,563	-6.7%	Shares	Sole	2026-05-15
2025-12-31	$908,054	7,037	+0.3%	Shares	Sole	2026-02-10
2025-09-30	$954,450	7,017	+0.3%	Shares	Defined	2025-11-14
2025-06-30	$834,264	6,993	-1.2%	Shares	Sole	2025-08-14
2025-03-31	$873,991	7,078	-11.8%	Shares	Defined	2025-05-12
2024-12-31	$914,401	8,026	-4.4%	Shares	Defined	2025-02-13
2024-09-30	$1,103,653	8,396	-10.9%	Shares	Defined	2024-11-26
2024-06-30	$1,330,809	9,427	+1.3%	Shares	Defined	2024-08-13
2024-03-31	$1,520,204	9,307	-2.3%	Shares	Defined	2024-05-10
2023-12-31	$1,268,158	9,525	+2.6%	Shares	Defined	2024-02-13
2023-09-30	$1,115,351	9,283	+26.8%	Shares	Defined	2023-11-14
2023-06-30	$698,467	7,323	-4.4%	Shares	Sole	2023-08-14
2023-03-31	$776,672	7,661	-0.3%	Shares	Sole	2023-05-15
2022-12-31	$799,854	7,685	+0.1%	Shares	Sole	2023-02-14
2022-09-30	$619,929	7,680	+18.2%	Shares	Sole	2022-11-14
2022-06-30	$532,853	6,499	-2.4%	Shares	Sole	2022-08-12
2022-03-31	$575,011	6,656	-10.6%	Shares	Sole	2022-05-16
2021-12-31	$539,392	7,444	-8.9%	Shares	Sole	2022-02-15
2021-09-30	$571,935	8,167	+7.9%	Shares	Sole	2021-11-15
2021-06-30	$649,314	7,566	+2.2%	Shares	Sole	2021-08-16
2021-03-31	$603,477	7,401	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.