Position in PSX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,250,860
+$4,430,590 QoQ
Shares Held
72,735
+6.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026BROWN ADVISORY INC holds $20,053,385 across 7 Oil & Gas Refining & Marketing names. PSX ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
72,735 | $13,250,860 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
13,158 | $3,251,078 | |
| 3 | MPC |
Marathon Petroleum Corp
|
6,759 | $1,650,412 | |
| 4 | SGU |
Star Group, L.P.
|
73,877 | $907,209 | |
| 5 | SUN |
Sunoco LP
|
9,879 | $641,838 | |
| 6 | CAPL |
CrossAmerica Partners LP
|
12,165 | $252,788 | |
| 7 | CLNE |
Clean Energy Fuels Corp.
|
40,000 | $99,200 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,250,860 | 72,735 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,820,270 | 68,353 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,006,952 | 58,866 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,852,471 | 57,439 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,074,661 | 57,294 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $8,138,816 | 71,437 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,778,767 | 81,999 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $8,134,636 | 57,623 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,133,481 | 55,917 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $7,615,740 | 57,201 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $6,754,471 | 56,217 | Shares | Defined | 2023-10-25 | |
| 2023-06-30 | $5,081,655 | 53,278 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $5,695,831 | 56,183 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $5,488,449 | 52,733 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,006,778 | 49,638 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,755,877 | 45,809 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $4,233,366 | 49,003 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $3,361,200 | 46,387 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $3,186,574 | 45,503 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,816,414 | 44,470 | Shares | Defined | 2021-07-29 | |
| 2021-03-31 | $3,739,749 | 45,864 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,221,015 | 46,054 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,434,457 | 46,961 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $3,877,854 | 53,934 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,342,072 | 62,294 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||