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SILVERCREST ASSET MANAGEMENT GROUP LLC

Position in PSX — Phillips 66

CIK 1232395 NEW YORK, NY

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,165,292
-$388,311 QoQ
Shares Held
18,724
-4.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#534
of 2,096 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

SILVERCREST ASSET MANAGEMENT GROUP LLC holds $5,226,364 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (60.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PSX
Phillips 66
This page
18,724 $3,165,292

All Filings in PSX

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,165,292 18,724
2026-03-31 $3,553,603 19,506
2025-12-31 $2,642,997 20,482
2025-09-30 $2,922,933 21,489
2025-06-30 $2,733,998 22,917
2025-03-31 $2,758,172 22,337
2024-12-31 $2,354,705 20,668
2024-09-30 $2,710,236 20,618
2024-03-31 $3,422,789 20,955
2023-12-31 $2,746,678 20,630
2023-09-30 $2,567,124 21,366
2023-06-30 $2,130,503 22,337
2023-03-31 $2,717,795 26,808
2022-12-31 $2,813,074 27,028
2022-09-30 $2,268,474 28,103
2022-06-30 $2,304,164 28,103
2022-03-31 $2,433,346 28,167
2021-12-31 $801,552 11,062
2021-09-30 $774,671 11,062
2021-06-30 $938,784 10,939
2021-03-31 $921,891 11,306
2020-12-31 $790,741 11,306
2020-09-30 $599,996 11,574
2020-06-30 $1,224,744 17,034
2020-03-31 $653,832 12,187