Clearbridge Investments, LLC

Position in PSX — Phillips 66

CIK 1348883 NEW YORK, NY

Position in PSX

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$764,609

-$377,653 QoQ

Shares Held

4,197

-52.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Mar 31, 2026

Clearbridge Investments, LLC holds $30,675,825 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DKL	Delek Logistics Partners, LP	390,158	$19,414,262
2	CAPL	CrossAmerica Partners LP	505,147	$10,496,954
3	PSX	Phillips 66 This page	4,197	$764,609

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$764,609	4,197	-52.6%	Shares	Sole	2026-05-13
2025-12-31	$1,142,262	8,852	-6.3%	Shares	Sole	2026-02-11
2025-09-30	$1,285,661	9,452	-71.2%	Shares	Sole	2025-11-13
2025-06-30	$3,919,959	32,858	-0.2%	Shares	Sole	2025-08-12
2025-03-31	$4,066,566	32,933	-1.7%	Shares	Sole	2025-05-13
2024-12-31	$3,818,591	33,517	+1.6%	Shares	Sole	2025-02-12
2024-09-30	$4,335,615	32,983	+21.8%	Shares	Sole	2024-11-12
2024-06-30	$3,823,448	27,084	-17.3%	Shares	Sole	2024-08-27
2024-03-31	$5,347,261	32,737	-2.6%	Shares	Defined	2024-05-13
2023-12-31	$4,476,831	33,625	+55.1%	Shares	Sole	2024-02-09
2023-09-30	$2,604,852	21,680	-13.8%	Shares	Sole	2023-11-13
2023-06-30	$2,399,474	25,157	-6.2%	Shares	Sole	2023-08-11
2023-03-31	$2,720,228	26,832	+8.1%	Shares	Sole	2023-05-12
2022-12-31	$2,584,514	24,832	-3.5%	Shares	Sole	2023-02-10
2022-09-30	$2,076,279	25,722	+137.1%	Shares	Sole	2022-11-14
2022-06-30	$889,345	10,847	0.0%	Shares	Sole	2022-08-11
2022-03-31	$937,072	10,847	-5.6%	Shares	Sole	2022-05-13
2021-12-31	$832,275	11,486	-16.8%	Shares	Sole	2022-02-11
2021-09-30	$966,834	13,806	-52.6%	Shares	Sole	2021-11-12
2021-06-30	$2,501,138	29,144	-38.6%	Shares	Sole	2021-08-13
2021-03-31	$3,869,806	47,459	-2.8%	Shares	Sole	2021-05-13
2020-12-31	$3,416,429	48,848	-50.6%	Shares	Sole	2021-02-10
2020-09-30	$5,127,390	98,908	-3.2%	Shares	Sole	2020-11-12
2020-06-30	$7,348,180	102,200	-7.5%	Shares	Defined	2020-08-14
2020-03-31	$5,927,252	110,480	—	Shares	Defined	2020-05-22
No filing history on record for this holder in this stock.