&PARTNERS

Position in PSX — Phillips 66

CIK 107136 NASHVILLE, TN

Position in PSX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$47,951,597

+$11,616,901 QoQ

Shares Held

263,210

-6.5% QoQ

Ownership

0.066%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

&PARTNERS holds $76,607,645 across 9 Oil & Gas Refining & Marketing names. PSX ranks #1 (62.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	263,210	$47,951,597
2	MPC	Marathon Petroleum Corp	69,388	$16,943,161
3	VLO	Valero Energy Corp/Tx	32,007	$7,908,289
4	DK	Delek US Holdings, Inc.	35,141	$1,583,804
5	DINO	HF Sinclair Corp	12,196	$760,908
6	SUN	Sunoco LP	9,597	$623,517
7	SGU	Star Group, L.P.	25,500	$313,140
8	DKL	Delek Logistics Partners, LP	5,800	$288,608

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$47,951,597	263,210	-6.5%	Shares	Sole	2026-05-15
2025-12-31	$36,334,696	281,577	+6.0%	Shares	Sole	2026-02-17
2025-09-30	$36,141,194	265,705	-8.9%	Shares	Sole	2025-11-14
2025-06-30	$34,801,718	291,716	+12.4%	Shares	Sole	2025-08-14
2025-03-31	$32,057,630	259,618	-9.1%	Shares	Sole	2025-05-15
2024-12-31	$32,524,280	285,476	+51.9%	Shares	Sole	2025-02-14
2024-09-30	$24,707,079	187,958	+174.5%	Shares	Sole	2024-11-14
2024-06-30	$9,666,333	68,473	+1343.7%	Shares	Sole	2024-07-24
2024-03-31	$774,721	4,743	-26.2%	Shares	Sole	2024-04-11
2023-12-31	$856,090	6,430	—	Shares	Sole	2024-01-09
No filing history on record for this holder in this stock.