CHICKASAW CAPITAL MANAGEMENT LLC

Position in PSX — Phillips 66

CIK 1276460 MEMPHIS, TN

Position in PSX

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$49,702,897

+$472,396 QoQ

Shares Held

294,013

+8.8% QoQ

Ownership

0.074%

of shares outstanding

% of Portfolio

4.77%

of 13F equity value

Holder Rank

#106

of 2,093 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

CHICKASAW CAPITAL MANAGEMENT LLC holds $50,120,797 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (99.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	294,013	$49,702,897
2	DINO	HF Sinclair Corp	6,000	$417,900

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,702,897	294,013	+8.8%	Shares	Sole	2026-07-14
2026-03-31	$49,230,501	270,230	+87.9%	Shares	Sole	2026-04-13
2025-12-31	$18,553,242	143,779	-0.6%	Shares	Sole	2026-01-12
2025-09-30	$19,667,267	144,591	-5.2%	Shares	Sole	2025-10-07
2025-06-30	$18,186,569	152,444	+2.4%	Shares	Sole	2025-07-10
2025-03-31	$18,374,935	148,809	+5.1%	Shares	Sole	2025-04-09
2024-12-31	$16,134,424	141,617	+0.4%	Shares	Sole	2025-01-07
2024-09-30	$18,541,022	141,050	-3.0%	Shares	Sole	2024-10-10
2024-06-30	$20,517,788	145,341	-2.2%	Shares	Sole	2024-07-08
2024-03-31	$24,273,304	148,606	-5.0%	Shares	Sole	2024-04-05
2023-12-31	$20,835,478	156,493	-16.3%	Shares	Sole	2024-01-12
2023-09-30	$22,458,798	186,923	-59.0%	Shares	Sole	2023-10-10
2023-06-30	$43,534,770	456,435	-7.0%	Shares	Sole	2023-07-13
2023-03-31	$49,773,930	490,964	-6.2%	Shares	Sole	2023-04-11
2022-12-31	$54,490,043	523,540	-16.9%	Shares	Sole	2023-01-10
2022-09-30	$50,837,940	629,806	-5.9%	Shares	Sole	2022-10-05
2022-06-30	$54,897,142	669,559	-2.1%	Shares	Sole	2022-07-13
2022-03-31	$59,093,438	684,031	—	Shares	Sole	2022-04-14
No filing history on record for this holder in this stock.