FIRST TRUST ADVISORS LP

Position in PSX — Phillips 66

CIK 1125816 Wheaton, IL

Position in PSX

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$50,548,209

+$24,983,579 QoQ

Shares Held

277,463

+40.1% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Energy · as of Mar 31, 2026

FIRST TRUST ADVISORS LP holds $276,058,426 across 12 Oil & Gas Refining & Marketing names. PSX ranks #4 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	276,483	$67,511,618
2	DINO	HF Sinclair Corp	1,037,059	$64,702,111
3	VLO	Valero Energy Corp/Tx	216,034	$53,377,680
4	PSX	Phillips 66 This page	277,463	$50,548,209
5	CVI	Cvr Energy Inc	263,448	$8,865,025
6	PARR	Par Pacific Holdings, Inc.	133,073	$8,335,692
7	IEP	Icahn Enterprises L.P.	804,009	$6,070,267
8	PBF	PBF Energy Inc.	112,152	$5,340,678

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$50,548,209	277,463	+40.1%	Shares	Sole	2026-05-13
2025-12-31	$25,564,630	198,114	-2.0%	Shares	Sole	2026-02-13
2025-09-30	$27,498,755	202,167	-15.1%	Shares	Sole	2025-11-12
2025-06-30	$28,401,035	238,064	-36.2%	Shares	Sole	2025-08-13
2025-03-31	$46,093,972	373,291	+3.5%	Shares	Sole	2025-05-14
2024-12-31	$41,092,842	360,685	+32.5%	Shares	Sole	2025-02-13
2024-09-30	$35,777,272	272,174	-2.4%	Shares	Sole	2024-11-13
2024-06-30	$39,363,419	278,837	-61.2%	Shares	Sole	2024-08-13
2024-03-31	$117,331,532	718,327	-17.2%	Shares	Sole	2024-05-13
2023-12-31	$115,491,494	867,444	-18.8%	Shares	Sole	2024-02-13
2023-09-30	$128,430,497	1,068,918	-11.5%	Shares	Sole	2023-11-13
2023-06-30	$115,223,618	1,208,048	-14.8%	Shares	Sole	2023-08-14
2023-03-31	$143,707,670	1,417,515	-26.3%	Shares	Sole	2023-05-15
2022-12-31	$200,272,505	1,924,217	+88.1%	Shares	Sole	2023-02-09
2022-09-30	$82,584,793	1,023,102	+6.4%	Shares	Sole	2022-11-14
2022-06-30	$78,818,954	961,324	+319.2%	Shares	Sole	2022-08-12
2022-03-31	$19,810,609	229,316	+28.2%	Shares	Sole	2022-05-13
2021-12-31	$12,965,919	178,939	+292.7%	Shares	Sole	2022-02-08
2021-09-30	$3,190,916	45,565	-50.0%	Shares	Sole	2021-11-15
2021-06-30	$7,815,541	91,069	-23.9%	Shares	Sole	2021-10-12
2021-03-31	$9,754,222	119,625	+79.7%	Shares	Sole	2021-05-14
2020-12-31	$4,654,996	66,557	+17.7%	Shares	Sole	2021-02-02
2020-09-30	$2,931,396	56,547	-86.8%	Shares	Sole	2020-11-05
2020-06-30	$30,692,672	426,880	-79.7%	Shares	Sole	2020-07-22
2020-03-31	$112,558,773	2,098,020	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.