EVERGREEN CAPITAL MANAGEMENT LLC

Position in PSX — Phillips 66

CIK 1260824 Bellevue, WA

Position in PSX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,548,497

-$179,479 QoQ

Shares Held

9,160

-3.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#727

of 2,093 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 17% Shared 82% None 1%

Energy · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $4,181,850 across 6 Oil & Gas Refining & Marketing names. PSX ranks #1 (37.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	9,160	$1,548,497
2	MPC	Marathon Petroleum Corp	3,676	$939,842
3	DINO	HF Sinclair Corp	10,727	$747,134
4	PBF	PBF Energy Inc.	7,948	$361,792
5	VLO	Valero Energy Corp/Tx	1,174	$305,756
6	PARR	Par Pacific Holdings, Inc.	4,972	$278,829

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,548,497	9,160	-3.4%	Shares	Other	2026-07-23
2026-03-31	$1,727,976	9,485	+1.4%	Shares	Other	2026-05-14
2025-12-31	$1,207,169	9,355	+88.7%	Shares	Sole	2026-01-27
2025-09-30	$674,386	4,958	+10.6%	Shares	Other	2025-10-28
2025-06-30	$534,821	4,483	-4.1%	Shares	Other	2025-08-14
2025-03-31	$577,145	4,674	+10.5%	Shares	Sole	2025-05-15
2024-12-31	$482,037	4,231	-3.5%	Shares	Sole	2025-02-13
2024-09-30	$576,145	4,383	-2.5%	Shares	Sole	2024-11-14
2024-06-30	$634,699	4,496	+4.1%	Shares	Sole	2024-08-14
2024-03-31	$705,138	4,317	+0.5%	Shares	Other	2024-05-15
2023-12-31	$571,702	4,294	-0.6%	Shares	Other	2024-02-14
2023-09-30	$518,927	4,319	-4.0%	Shares	Sole	2023-11-14
2023-06-30	$429,114	4,499	+3.5%	Shares	Sole	2023-08-14
2023-03-31	$440,596	4,346	+0.3%	Shares	Sole	2023-05-15
2022-12-31	$451,082	4,334	+3.2%	Shares	Sole	2023-02-14
2022-09-30	$339,023	4,200	-1.3%	Shares	Sole	2022-11-14
2022-06-30	$349,031	4,257	-12.8%	Shares	Sole	2022-08-15
2022-03-31	$421,755	4,882	+6.1%	Shares	Sole	2022-05-16
2021-12-31	$333,388	4,601	+0.2%	Shares	Sole	2022-03-11
2021-09-30	$321,577	4,592	+40.2%	Shares	Sole	2021-11-15
2021-06-30	$281,146	3,276	+12.2%	Shares	Sole	2021-08-16
2021-03-31	$238,178	2,921	-11.2%	Shares	Sole	2021-05-17
2020-12-31	$230,172	3,291	-19.4%	Shares	Sole	2021-02-16
2020-09-30	$211,610	4,082	+1.5%	Shares	Sole	2020-11-16
2020-06-30	$289,253	4,023	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.