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Equibles

WESTWOOD HOLDINGS GROUP INC

Position in PSX — Phillips 66

CIK 1165002 DALLAS, TX
Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$4,379,409
+$1,213,485 QoQ
Shares Held
25,906
+49.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#456
of 2,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

WESTWOOD HOLDINGS GROUP INC holds $81,518,830 across 6 Oil & Gas Refining & Marketing names. PSX ranks #4 (5.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PARR
Par Pacific Holdings, Inc.
 1,018,594 $57,122,751
2 DKL
Delek Logistics Partners, LP
 160,185 $8,255,934
3 VLO
Valero Energy Corp/Tx
 20,923 $5,449,186
4 PSX
Phillips 66
This page 		25,906 $4,379,409
5 MPC
Marathon Petroleum Corp
 16,635 $4,253,070
6 SUN
Sunoco LP
 30,496 $2,058,480

All Filings in PSX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,379,409 25,906
2026-03-31 $3,165,924 17,378
2025-12-31 $1,662,809 12,886
2025-09-30 $1,559,333 11,464
2025-06-30 $971,102 8,140
2025-03-31 $996,854 8,073
2024-12-31 $1,160,490 10,186
2024-09-30 $961,425 7,314
2024-06-30 $970,120 6,872
2024-03-31 $512,234 3,136
2023-12-31 $417,527 3,136
2023-09-30 $390,607 3,251
2023-06-30 $303,880 3,186
2023-03-31 $402,579 3,971
2022-12-31 $405,703 3,898
2022-09-30 $311,417 3,858
2022-06-30 $343,210 4,186
2022-03-31 $373,377 4,322
2021-12-31 $483,742 6,676
2021-09-30 $375,430 5,361
2021-06-30 $749,122 8,729
2021-03-31 $814,095 9,984
2020-12-31 $698,280 9,984
2020-09-30 $553,703 10,681
2020-06-30 $660,257 9,183
2020-03-31 $412,192 7,683