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LOGAN CAPITAL MANAGEMENT INC

Position in PSX — Phillips 66

CIK 1121330 Newtown Square, PA

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,318,520
+$2,318,520 QoQ
Shares Held
13,715
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#614
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 3% Shared 0% None 97%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Derivatives in PSX

reported options exposure · as of Mar 31, 2026
CallValue
$0
CallShares
0
PutValue
$2,498,598
PutShares
13,715

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

LOGAN CAPITAL MANAGEMENT INC holds $2,318,520 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
13,715 $2,318,520

All Filings in PSX

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,318,520 13,715
2026-03-31 $2,498,598 13,715
2025-12-31 $1,769,783 13,715
2025-09-30 $1,865,514 13,715
2025-06-30 $1,636,199 13,715
2025-03-31 $1,708,839 13,839
2024-12-31 $1,576,677 13,839
2024-09-30 $1,819,136 13,839
2024-06-30 $1,953,651 13,839
2024-03-31 $2,260,462 13,839
2023-12-31 $1,842,524 13,839
2023-09-30 $1,662,755 13,839
2023-06-30 $1,319,963 13,839
2023-03-31 $1,402,997 13,839
2022-12-31 $1,440,363 13,839
2022-09-30 $1,121,120 13,889
2022-06-30 $1,138,759 13,889
2022-03-31 $1,199,870 13,889
2021-12-31 $1,006,396 13,889
2021-09-30 $979,649 13,989
2021-06-30 $1,200,535 13,989
2021-03-31 $1,140,499 13,987
2020-12-31 $980,488 14,019
2020-09-30 $1,500,974 28,954
2020-06-30 $3,113,916 43,309
2020-03-31 $1,602,256 29,865