Cypress Capital Group

Position in PSX — Phillips 66

CIK 1341748 Palm Beach, FL

Position in PSX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$10,126,601

-$382,998 QoQ

Shares Held

59,903

+3.8% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#297

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Cypress Capital Group holds $16,366,770 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (61.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	59,903	$10,126,601
2	VLO	Valero Energy Corp/Tx	21,726	$5,658,319
3	SUN	Sunoco LP	8,620	$581,850

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,126,601	59,903	+3.8%	Shares	Defined	2026-08-05
2026-03-31	$10,509,599	57,688	-0.6%	Shares	Defined	2026-05-15
2025-12-31	$7,492,707	58,065	-0.4%	Shares	Defined	2026-02-11
2025-09-30	$7,933,638	58,327	-0.8%	Shares	Defined	2025-11-03
2025-06-30	$7,016,748	58,816	-7.2%	Shares	Defined	2025-07-25
2025-03-31	$7,829,866	63,410	-1.7%	Shares	Sole	2025-05-12
2024-12-31	$7,352,472	64,535	-1.2%	Shares	Defined	2025-02-06
2024-09-30	$8,583,684	65,300	+0.9%	Shares	Defined	2024-11-08
2024-06-30	$9,134,122	64,703	-0.3%	Shares	Sole	2024-07-25
2024-03-31	$10,603,705	64,918	-0.3%	Shares	Defined	2024-05-08
2023-12-31	$8,665,150	65,083	+0.0%	Shares	Sole	2024-01-24
2023-09-30	$7,816,117	65,053	+1.1%	Shares	Sole	2023-11-02
2023-06-30	$6,135,127	64,323	+0.9%	Shares	Sole	2023-07-26
2023-03-31	$6,465,813	63,778	+12.8%	Shares	Sole	2023-05-04
2022-12-31	$5,883,954	56,533	+24.9%	Shares	Defined	2023-02-14
2022-09-30	$3,654,274	45,271	+220.9%	Shares	Sole	2022-11-04
2022-06-30	$1,156,550	14,106	-4.1%	Shares	Defined	2022-07-26
2022-03-31	$1,270,364	14,705	+7.0%	Shares	Defined	2022-05-16
2021-12-31	$995,962	13,745	+8.2%	Shares	Sole	2022-02-15
2021-09-30	$889,240	12,698	-0.8%	Shares	Sole	2021-10-12
2021-06-30	$1,098,495	12,800	+1.4%	Shares	Sole	2021-07-13
2021-03-31	$1,028,952	12,619	-2.3%	Shares	Sole	2021-04-14
2020-12-31	$903,554	12,919	-31.4%	Shares	Sole	2021-01-12
2020-09-30	$975,576	18,819	+7.5%	Shares	Sole	2020-10-08
2020-06-30	$1,258,896	17,509	-11.0%	Shares	Sole	2020-07-10
2020-03-31	$1,055,992	19,683	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.