CI INVESTMENTS INC.

Position in PSX — Phillips 66

CIK 1163648 TORONTO, Z4

Position in PSX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,119,548

+$1,418,702 QoQ

Shares Held

12,538

+225.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#639

of 2,097 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

CI INVESTMENTS INC. holds $10,270,898 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	17,919	$4,666,824
2	MPC	Marathon Petroleum Corp	13,629	$3,484,526
3	PSX	Phillips 66 This page	12,538	$2,119,548

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,119,548	12,538	+225.9%	Shares	Sole	2026-08-13
2026-03-31	$700,846	3,847	-9.8%	Shares	Sole	2026-05-13
2025-12-31	$550,226	4,264	-20.6%	Shares	Sole	2026-02-12
2025-09-30	$730,155	5,368	-73.7%	Shares	Sole	2025-11-12
2025-06-30	$2,436,821	20,426	+322.5%	Shares	Sole	2025-08-12
2025-03-31	$596,902	4,834	+2.1%	Shares	Sole	2025-05-13
2024-12-31	$539,458	4,735	+137.6%	Shares	Sole	2025-02-12
2024-09-30	$261,979	1,993	-30.1%	Shares	Sole	2024-11-12
2024-06-30	$402,475	2,851	-24.3%	Shares	Sole	2024-08-12
2024-03-31	$614,811	3,764	-1.2%	Shares	Sole	2024-05-13
2023-12-31	$507,130	3,809	-4.5%	Shares	Sole	2024-02-12
2023-09-30	$479,278	3,989	-17.9%	Shares	Sole	2023-11-13
2023-06-30	$463,642	4,861	+25.3%	Shares	Sole	2023-08-11
2023-03-31	$393,151	3,878	+4.2%	Shares	Sole	2023-05-12
2022-12-31	$387,385	3,722	+4.8%	Shares	Sole	2023-02-10
2022-09-30	$286,636	3,551	+5918.6%	Shares	Sole	2022-11-14
2022-06-30	$4,837	59	+9.3%	Shares	Sole	2022-08-12
2022-03-31	$4,665	54	0.0%	Shares	Sole	2022-05-12
2021-12-31	$3,912	54	0.0%	Shares	Sole	2022-02-11
2021-09-30	$3,781	54	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.