Marquette Asset Management, LLC

Position in PSX — Phillips 66

CIK 1395067 MINNEAPOLIS, MN

Position in PSX

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$7,776

-$604 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,030

of 2,093 holders

Holding Since

Mar 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Marquette Asset Management, LLC holds $218,901 across 5 Oil & Gas Refining & Marketing names. PSX ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SGU	Star Group, L.P.	15,000	$192,600
2	VLO	Valero Energy Corp/Tx	32	$8,334
3	MPC	Marathon Petroleum Corp	32	$8,181
4	PSX	Phillips 66 This page	46	$7,776
5	CVI	Cvr Energy Inc	73	$2,010

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,776	46	0.0%	Shares	Sole	2026-07-09
2026-03-31	$8,380	46	-13.2%	Shares	Sole	2026-04-24
2025-12-31	$6,839	53	+43.2%	Shares	Sole	2026-01-16
2025-09-30	$5,032	37	-56.0%	Shares	Sole	2025-10-24
2024-03-31	$13,720	84	—	Shares	Sole	2024-05-06
No filing history on record for this holder in this stock.