Mesirow Financial Investment Management, Inc.

Position in PSX — Phillips 66

CIK 1469475 CHICAGO, IL

Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,612,836

-$2,998,672 QoQ

Shares Held

15,456

-49.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#581

of 2,093 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Mesirow Financial Investment Management, Inc. holds $5,135,456 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (50.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	15,456	$2,612,836
2	MPC	Marathon Petroleum Corp	8,627	$2,205,665
3	VLO	Valero Energy Corp/Tx	1,217	$316,955

All Filings in PSX

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,612,836	15,456	-49.8%	Shares	Sole	2026-07-22
2026-03-31	$5,611,508	30,802	+103.9%	Shares	Sole	2026-04-21
2025-12-31	$1,949,278	15,106	-3.5%	Shares	Sole	2026-02-05
2025-09-30	$2,129,801	15,658	+0.5%	Shares	Sole	2025-11-12
2025-06-30	$1,859,290	15,585	-4.4%	Shares	Sole	2025-08-04
2025-03-31	$2,013,464	16,306	+0.3%	Shares	Sole	2025-05-08
2024-12-31	$1,852,046	16,256	-0.3%	Shares	Sole	2025-02-07
2024-09-30	$2,143,686	16,308	+0.8%	Shares	Sole	2024-11-01
2024-06-30	$2,284,695	16,184	+0.4%	Shares	Sole	2024-08-09
2024-03-31	$2,632,387	16,116	+2.4%	Shares	Sole	2024-04-25
2023-12-31	$2,094,425	15,731	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.