Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$261,565,824
+$2,122,194 QoQ
Shares Held
1,547,269
+8.6% QoQ
Ownership
0.388%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#30
of 2,096 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $379,787,942 across 9 Oil & Gas Refining & Marketing names. PSX ranks #1 (68.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,547,269 | $261,565,824 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
187,185 | $48,750,461 | |
| 3 | SUN |
Sunoco LP
|
579,385 | $39,108,487 | |
| 4 | MPC |
Marathon Petroleum Corp
|
89,835 | $22,968,114 | |
| 5 | DINO |
HF Sinclair Corp
|
91,007 | $6,338,637 | |
| 6 | PBF |
PBF Energy Inc.
|
10,835 | $493,208 | |
| 7 | WKC |
World Kinect Corp
|
9,869 | $325,084 | |
| 8 | PARR |
Par Pacific Holdings, Inc.
|
3,823 | $214,393 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,565,824 | 1,547,269 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $259,443,630 | 1,424,106 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $187,754,102 | 1,455,007 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $132,845,836 | 976,664 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $123,680,814 | 1,036,721 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $128,659,492 | 1,041,946 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $38,413,777 | 337,170 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $48,660,292 | 370,181 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $51,985,287 | 368,246 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $54,714,489 | 334,973 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $44,679,120 | 335,580 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $42,385,915 | 352,775 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $120,572,623 | 1,264,129 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $145,625,780 | 1,436,435 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $120,491,541 | 1,157,682 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $88,704,983 | 1,098,922 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $88,001,424 | 1,073,319 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $36,231,274 | 419,392 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $31,678,352 | 437,184 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $27,139,005 | 387,534 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $130,030,172 | 1,515,150 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $87,293,869 | 1,070,565 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $52,493,956 | 750,557 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $109,595,825 | 2,114,117 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $115,060,347 | 1,600,283 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $47,510,615 | 885,566 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||