North Star Investment Management Corp.

Position in PSX — Phillips 66

CIK 1342857 CHICAGO, IL

Position in PSX

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$520,670

+$176,263 QoQ

Shares Held

2,858

+7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Energy · as of Mar 31, 2026

North Star Investment Management Corp. holds $2,098,045 across 10 Oil & Gas Refining & Marketing names. PSX ranks #2 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	5,726	$1,398,174
2	PSX	Phillips 66 This page	2,858	$520,670
3	CAPL	CrossAmerica Partners LP	5,047	$104,876
4	DINO	HF Sinclair Corp	560	$34,938
5	VLO	Valero Energy Corp/Tx	65	$16,060
6	PBF	PBF Energy Inc.	235	$11,190
7	DKL	Delek Logistics Partners, LP	200	$9,952
8	PARR	Par Pacific Holdings, Inc.	14	$876

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$520,670	2,858	+7.1%	Shares	Sole	2026-04-23
2025-12-31	$344,407	2,669	+0.3%	Shares	Sole	2026-01-30
2025-09-30	$361,949	2,661	+0.3%	Shares	Sole	2025-10-22
2025-06-30	$316,502	2,653	-16.7%	Shares	Sole	2025-07-15
2025-03-31	$393,407	3,186	-31.9%	Shares	Sole	2025-04-17
2024-12-31	$532,964	4,678	+0.1%	Shares	Sole	2025-02-10
2024-09-30	$614,397	4,674	+0.1%	Shares	Sole	2024-10-30
2024-06-30	$659,405	4,671	+0.1%	Shares	Sole	2024-08-06
2024-03-31	$762,471	4,668	-4.5%	Shares	Sole	2024-04-30
2023-12-31	$650,522	4,886	-2.2%	Shares	Sole	2024-01-10
2023-09-30	$600,029	4,994	-4.7%	Shares	Sole	2023-11-06
2023-06-30	$499,695	5,239	+0.1%	Shares	Sole	2023-08-02
2023-03-31	$530,622	5,234	-39.0%	Shares	Sole	2023-04-27
2022-12-31	$892,590	8,576	+0.2%	Shares	Sole	2023-01-11
2022-09-30	$690,559	8,555	+0.0%	Shares	Sole	2022-11-02
2022-06-30	$701,096	8,551	+0.0%	Shares	Sole	2022-07-19
2022-03-31	$738,375	8,547	+0.0%	Shares	Sole	2022-05-03
2021-12-31	$619,025	8,543	+0.0%	Shares	Sole	2022-02-07
2021-09-30	$597,986	8,539	+0.1%	Shares	Sole	2021-10-20
2021-06-30	$732,387	8,534	-1.0%	Shares	Sole	2021-07-13
2021-03-31	$702,956	8,621	+0.0%	Shares	Sole	2021-04-19
2020-12-31	$602,672	8,617	-0.5%	Shares	Sole	2021-01-12
2020-09-30	$448,986	8,661	+0.1%	Shares	Sole	2020-10-13
2020-06-30	$622,366	8,656	-3.0%	Shares	Sole	2020-07-16
2020-03-31	$478,718	8,923	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.