WESTWOOD HOLDINGS GROUP INC

Position in PSX — Phillips 66

CIK 1165002 DALLAS, TX

Position in PSX

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

Position Value

$3,165,924

+$1,503,115 QoQ

Shares Held

17,378

+34.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98.84911957647601.ToString("F0")% Shared 0.ToString("F0")% None 1.1508804235239958.ToString("F0")%

Energy · as of Mar 31, 2026

WESTWOOD HOLDINGS GROUP INC holds $57,932,291 across 6 Oil & Gas Refining & Marketing names. PSX ranks #4 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PARR	Par Pacific Holdings, Inc.	622,833	$39,014,259
2	DKL	Delek Logistics Partners, LP	160,624	$7,992,650
3	VLO	Valero Energy Corp/Tx	13,806	$3,411,186
4	PSX	Phillips 66 This page	17,378	$3,165,924
5	SUN	Sunoco LP	34,335	$2,230,744
6	MPC	Marathon Petroleum Corp	8,672	$2,117,528

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,165,924	17,378	+34.9%	Shares	Defined	2026-05-15
2025-12-31	$1,662,809	12,886	+12.4%	Shares	Defined	2026-02-17
2025-09-30	$1,559,333	11,464	+40.8%	Shares	Defined	2025-11-14
2025-06-30	$971,102	8,140	+0.8%	Shares	Defined	2025-10-08
2025-03-31	$996,854	8,073	-20.7%	Shares	Defined	2025-05-09
2024-12-31	$1,160,490	10,186	+39.3%	Shares	Defined	2025-02-14
2024-09-30	$961,425	7,314	+6.4%	Shares	Defined	2024-11-14
2024-06-30	$970,120	6,872	+119.1%	Shares	Defined	2024-08-13
2024-03-31	$512,234	3,136	0.0%	Shares	Defined	2024-06-06
2023-12-31	$417,527	3,136	-3.5%	Shares	Defined	2024-02-13
2023-09-30	$390,607	3,251	+2.0%	Shares	Defined	2023-11-14
2023-06-30	$303,880	3,186	-19.8%	Shares	Defined	2023-08-11
2023-03-31	$402,579	3,971	+1.9%	Shares	Defined	2023-05-12
2022-12-31	$405,703	3,898	+1.0%	Shares	Defined	2023-02-14
2022-09-30	$311,417	3,858	-7.8%	Shares	Defined	2022-11-14
2022-06-30	$343,210	4,186	-3.1%	Shares	Defined	2022-08-15
2022-03-31	$373,377	4,322	-35.3%	Shares	Defined	2022-05-12
2021-12-31	$483,742	6,676	+24.5%	Shares	Defined	2022-02-25
2021-09-30	$375,430	5,361	-38.6%	Shares	Defined	2021-11-12
2021-06-30	$749,122	8,729	-12.6%	Shares	Defined	2021-08-16
2021-03-31	$814,095	9,984	0.0%	Shares	Defined	2021-05-14
2020-12-31	$698,280	9,984	-6.5%	Shares	Defined	2021-04-13
2020-09-30	$553,703	10,681	+16.3%	Shares	Defined	2020-11-10
2020-06-30	$660,257	9,183	+19.5%	Shares	Defined	2020-08-13
2020-03-31	$412,192	7,683	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.