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Equibles

BROWN ADVISORY INC

Position in PSX — Phillips 66

CIK 1345929 BALTIMORE, MD
Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$12,406,747
-$844,113 QoQ
Shares Held
73,391
+0.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#263
of 2,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 95% Shared 0% None 5%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

BROWN ADVISORY INC holds $18,723,164 across 7 Oil & Gas Refining & Marketing names. PSX ranks #1 (66.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PSX
Phillips 66
This page 		73,391 $12,406,747
2 VLO
Valero Energy Corp/Tx
 10,674 $2,779,936
3 MPC
Marathon Petroleum Corp
 6,321 $1,616,090
4 SGU
Star Group, L.P.
 73,524 $944,048
5 SUN
Sunoco LP
 9,199 $620,932
6 CAPL
CrossAmerica Partners LP
 12,195 $273,411
7 CLNE
Clean Energy Fuels Corp.
 40,000 $82,000

All Filings in PSX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,406,747 73,391
2026-03-31 $13,250,860 72,735
2025-12-31 $8,820,270 68,353
2025-09-30 $8,006,952 58,866
2025-06-30 $6,852,471 57,439
2025-03-31 $7,074,661 57,294
2024-12-31 $8,138,816 71,437
2024-09-30 $10,778,767 81,999
2024-06-30 $8,134,636 57,623
2024-03-31 $9,133,481 55,917
2023-12-31 $7,615,740 57,201
2023-09-30 $6,754,471 56,217
2023-06-30 $5,081,655 53,278
2023-03-31 $5,695,831 56,183
2022-12-31 $5,488,449 52,733
2022-09-30 $4,006,778 49,638
2022-06-30 $3,755,877 45,809
2022-03-31 $4,233,366 49,003
2021-12-31 $3,361,200 46,387
2021-09-30 $3,186,574 45,503
2021-06-30 $3,816,414 44,470
2021-03-31 $3,739,749 45,864
2020-12-31 $3,221,015 46,054
2020-09-30 $2,434,457 46,961
2020-06-30 $3,877,854 53,934
2020-03-31 $3,342,072 62,294