Baker Avenue Asset Management, LP

Position in PSX — Phillips 66

CIK 1432529 SAN FRANCISCO, CA

Position in PSX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$828,175

-$21,876 QoQ

Shares Held

4,899

+5.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#962

of 2,097 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 49% Shared 0% None 51%

Energy · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $5,679,134 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	14,487	$3,703,891
2	PSX	Phillips 66 This page	4,899	$828,175
3	VLO	Valero Energy Corp/Tx	2,474	$644,328
4	SUN	Sunoco LP	7,448	$502,740

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$828,175	4,899	+5.0%	Shares	Sole	2026-07-28
2026-03-31	$850,051	4,666	+114.3%	Shares	Sole	2026-05-12
2025-12-31	$280,920	2,177	+4.7%	Shares	Sole	2026-02-10
2025-09-30	$282,921	2,080	+63.1%	Shares	Sole	2025-10-31
2024-03-31	$208,258	1,275	-50.3%	Shares	Sole	2024-05-13
2023-12-31	$341,770	2,567	+4.4%	Shares	Sole	2024-02-15
2023-09-30	$295,448	2,459	+3.1%	Shares	Sole	2023-11-15
2023-06-30	$227,576	2,386	-12.1%	Shares	Sole	2023-08-14
2023-03-31	$275,043	2,713	-22.5%	Shares	Sole	2023-05-16
2022-12-31	$364,488	3,502	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.