MARIETTA INVESTMENT PARTNERS LLC

Position in PSX — Phillips 66

CIK 1114702 MILWAUKEE, WI

Position in PSX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$398,958

-$30,986 QoQ

Shares Held

2,360

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,296

of 2,091 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

MARIETTA INVESTMENT PARTNERS LLC holds $398,958 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	2,360	$398,958

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$398,958	2,360	0.0%	Shares	Sole	2026-08-12
2026-03-31	$429,944	2,360	0.0%	Shares	Sole	2026-04-28
2025-12-31	$304,534	2,360	-0.3%	Shares	Sole	2026-02-10
2025-09-30	$322,095	2,368	+0.3%	Shares	Sole	2025-11-12
2025-06-30	$281,548	2,360	0.0%	Shares	Sole	2025-08-12
2025-03-31	$291,412	2,360	0.0%	Shares	Sole	2025-05-07
2024-12-31	$268,874	2,360	0.0%	Shares	Sole	2025-02-11
2024-09-30	$310,222	2,360	0.0%	Shares	Sole	2024-11-12
2024-06-30	$333,161	2,360	0.0%	Shares	Sole	2024-08-14
2024-03-31	$385,482	2,360	0.0%	Shares	Sole	2024-05-13
2023-12-31	$314,210	2,360	0.0%	Shares	Sole	2024-02-13
2023-09-30	$283,554	2,360	0.0%	Shares	Sole	2023-11-14
2023-06-30	$225,096	2,360	0.0%	Shares	Sole	2023-08-14
2023-03-31	$239,256	2,360	0.0%	Shares	Sole	2023-05-15
2022-12-31	$245,628	2,360	0.0%	Shares	Sole	2023-02-14
2022-09-30	$190,499	2,360	0.0%	Shares	Sole	2022-11-14
2022-03-31	$203,880	2,360	0.0%	Shares	Sole	2022-05-13
2021-06-30	$202,535	2,360	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.