Equitable Holdings, Inc.

Position in PSX — Phillips 66

CIK 1333986 NEW YORK, NY

Position in PSX

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$3,545,992

-$1,830,868 QoQ

Shares Held

20,976

-28.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#504

of 2,093 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Energy · as of Jun 30, 2026

Equitable Holdings, Inc. holds $10,832,239 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	19,652	$5,118,166
2	PSX	Phillips 66 This page	20,976	$3,545,992
3	MPC	Marathon Petroleum Corp	8,480	$2,168,081

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,545,992	20,976	-28.9%	Shares	Defined	2026-08-17
2026-03-31	$5,376,860	29,514	+81.9%	Shares	Defined	2026-05-15
2025-12-31	$2,094,190	16,229	+20.7%	Shares	Defined	2026-02-17
2025-09-30	$1,828,788	13,445	+0.1%	Shares	Defined	2025-11-14
2025-06-30	$1,601,960	13,428	+11.4%	Shares	Defined	2025-08-15
2025-03-31	$1,487,934	12,050	+9.4%	Shares	Defined	2025-05-13
2024-12-31	$1,255,166	11,017	+14.4%	Shares	Defined	2025-02-12
2024-09-30	$1,265,994	9,631	+0.2%	Shares	Defined	2024-11-14
2024-06-30	$1,356,220	9,607	+2.7%	Shares	Defined	2024-08-14
2024-03-31	$1,528,209	9,356	+7.2%	Shares	Defined	2024-05-14
2023-12-31	$1,162,445	8,731	+9.5%	Shares	Defined	2024-02-13
2023-09-30	$957,955	7,973	+14.5%	Shares	Defined	2023-11-14
2023-06-30	$663,940	6,961	+23.8%	Shares	Defined	2023-08-15
2023-03-31	$570,262	5,625	-2.4%	Shares	Defined	2023-05-15
2022-12-31	$600,125	5,766	-3.5%	Shares	Defined	2023-02-14
2022-09-30	$482,140	5,973	+23.5%	Shares	Defined	2022-11-14
2022-06-30	$396,421	4,835	+0.8%	Shares	Defined	2022-08-15
2022-03-31	$414,240	4,795	+17.1%	Shares	Defined	2022-05-13
2021-12-31	$296,723	4,095	+1.5%	Shares	Defined	2022-02-11
2021-09-30	$282,641	4,036	+28.2%	Shares	Defined	2021-11-12
2021-06-30	$270,247	3,149	-1.2%	Shares	Defined	2021-08-11
2021-03-31	$259,786	3,186	-21.0%	Shares	Defined	2021-05-14
2020-12-31	$281,928	4,031	+13.9%	Shares	Defined	2021-02-09
2020-06-30	$254,526	3,540	—	Shares	Defined	2020-08-13
No filing history on record for this holder in this stock.