Janney Montgomery Scott LLC

Position in PSX — Phillips 66

CIK 1329948 PHILADELPHIA, PA

Position in PSX

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$41,855,855

+$13,200,975 QoQ

Shares Held

229,750

+3.5% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

Janney Montgomery Scott LLC holds $104,769,568 across 9 Oil & Gas Refining & Marketing names. PSX ranks #1 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	229,750	$41,855,855
2	MPC	Marathon Petroleum Corp	145,016	$35,410,006
3	VLO	Valero Energy Corp/Tx	74,758	$18,471,206
4	PARR	Par Pacific Holdings, Inc.	93,335	$5,846,504
5	DINO	HF Sinclair Corp	20,812	$1,298,460
6	SUN	Sunoco LP	12,462	$809,656
7	CAPL	CrossAmerica Partners LP	18,540	$385,261
8	PBF	PBF Energy Inc.	7,885	$375,483

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$41,855,855	229,750	+3.5%	Shares	Sole	2026-04-22
2025-12-31	$28,654,880	222,062	+1.3%	Shares	Sole	2026-02-11
2025-09-30	$29,814,359	219,191	+0.5%	Shares	Sole	2025-10-27
2025-06-30	$26,017,063	218,081	+1.8%	Shares	Sole	2025-07-17
2025-03-31	$26,447,440	214,184	-1.1%	Shares	Sole	2025-04-17
2024-12-31	$24,680,086	216,625	+0.4%	Shares	Sole	2025-01-17
2024-09-30	$28,373,876	215,853	-0.6%	Shares	Sole	2024-10-29
2024-06-30	$30,663,535	217,210	-8.1%	Shares	Sole	2024-07-25
2024-03-31	$38,608,185	236,367	-0.4%	Shares	Sole	2024-05-01
2023-12-31	$31,610,364	237,422	+4.4%	Shares	Sole	2024-02-08
2023-09-30	$27,331,841	227,481	+2.3%	Shares	Sole	2023-11-08
2023-06-30	$21,204,500	222,316	-1.1%	Shares	Sole	2023-07-26
2023-03-31	$22,789,412	224,792	+4.2%	Shares	Sole	2023-04-28
2022-12-31	$22,460,255	215,798	-1.1%	Shares	Sole	2023-02-01
2022-09-30	$17,617,623	218,256	+15.0%	Shares	Sole	2022-10-25
2022-06-30	$15,555,306	189,722	-4.7%	Shares	Sole	2022-08-03
2022-03-31	$17,205,691	199,163	-0.8%	Shares	Sole	2022-05-04
2021-12-31	$14,544,678	200,727	+7.1%	Shares	Sole	2022-01-27
2021-09-30	$13,123,271	187,395	+8.5%	Shares	Sole	2021-10-29
2021-06-30	$14,822,401	172,715	-2.7%	Shares	Sole	2021-07-26
2021-03-31	$14,472,942	177,495	-5.4%	Shares	Sole	2021-04-27
2020-12-31	$13,116,477	187,539	+6.5%	Shares	Sole	2021-01-25
2020-09-30	$9,126,172	176,045	-4.8%	Shares	Sole	2020-11-06
2020-06-30	$13,293,447	184,888	+10.8%	Shares	Sole	2020-07-23
2020-03-31	$8,955,365	166,922	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.