TORTOISE CAPITAL ADVISORS, L.L.C.

Position in PSX — Phillips 66

CIK 1280965 OVERLAND PARK, KS

Position in PSX

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

Position Value

$14,709,759

+$569,040 QoQ

Shares Held

80,743

-26.3% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Mar 31, 2026

TORTOISE CAPITAL ADVISORS, L.L.C. holds $150,490,694 across 4 Oil & Gas Refining & Marketing names. PSX ranks #4 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP	815,498	$52,982,904
2	MPC	Marathon Petroleum Corp	169,704	$41,438,322
3	VLO	Valero Energy Corp/Tx	167,394	$41,359,709
4	PSX	Phillips 66 This page	80,743	$14,709,759

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,709,759	80,743	-26.3%	Shares	Sole	2026-05-15
2025-12-31	$14,140,719	109,584	-5.3%	Shares	Sole	2026-02-17
2025-09-30	$15,737,922	115,703	-2.9%	Shares	Sole	2025-11-13
2025-06-30	$14,216,981	119,170	-4.4%	Shares	Sole	2025-08-14
2025-03-31	$15,387,954	124,619	+85.3%	Shares	Sole	2025-05-14
2024-12-31	$7,662,134	67,253	-5.7%	Shares	Sole	2025-02-13
2024-09-30	$9,370,150	71,283	0.0%	Shares	Sole	2024-11-13
2024-06-30	$10,063,021	71,283	0.0%	Shares	Sole	2024-08-05
2024-03-31	$11,643,365	71,283	0.0%	Shares	Sole	2024-05-10
2023-12-31	$9,490,618	71,283	0.0%	Shares	Sole	2024-02-14
2023-09-30	$8,564,652	71,283	-5.7%	Shares	Sole	2023-11-13
2023-06-30	$7,213,303	75,627	-11.7%	Shares	Sole	2023-08-14
2023-03-31	$8,686,238	85,680	0.0%	Shares	Sole	2023-05-11
2022-12-31	$8,917,574	85,680	0.0%	Shares	Sole	2023-02-13
2022-09-30	$6,916,089	85,680	0.0%	Shares	Sole	2022-11-14
2022-06-30	$7,024,903	85,680	-9.0%	Shares	Sole	2022-08-15
2022-03-31	$8,130,508	94,114	+28.9%	Shares	Sole	2022-05-16
2021-06-30	$6,265,718	73,010	+2223.7%	Shares	Sole	2021-08-10
2020-06-30	$225,909	3,142	-9.1%	Shares	Sole	2020-08-14
2020-03-31	$185,468	3,457	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.