Daiwa Securities Group Inc.

Broker-Dealer

Position in PSX — Phillips 66

CIK 1481045 CHIYODA-KU,TOKYO, M0

Position in PSX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$13,936,143

-$1,895,845 QoQ

Shares Held

82,438

-5.1% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#244

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 89% Shared 11% None 0%

Energy · as of Jun 30, 2026

Daiwa Securities Group Inc. holds $45,134,028 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	60,141	$15,663,121
2	MPC	Marathon Petroleum Corp	60,761	$15,534,764
3	PSX	Phillips 66 This page	82,438	$13,936,143

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,936,143	82,438	-5.1%	Shares	Sole	2026-07-31
2026-03-31	$15,831,988	86,903	-0.1%	Shares	Sole	2026-05-13
2025-12-31	$11,220,672	86,955	-1.8%	Shares	Other	2026-02-11
2025-09-30	$12,042,122	88,532	+13.0%	Shares	Other	2025-11-14
2025-06-30	$9,350,375	78,377	+2.4%	Shares	Other	2025-08-14
2025-03-31	$9,446,590	76,503	+11.3%	Shares	Other	2025-05-13
2024-12-31	$7,832,915	68,752	+10.4%	Shares	Other	2025-02-07
2024-09-30	$8,184,077	62,260	+13.1%	Shares	Other	2024-11-12
2024-06-30	$7,767,878	55,025	+5.1%	Shares	Other	2024-08-07
2024-03-31	$8,548,562	52,336	+7.7%	Shares	Other	2024-05-02
2023-12-31	$6,470,736	48,601	+27.7%	Shares	Other	2024-01-31
2023-09-30	$4,573,509	38,065	+5.4%	Shares	Sole	2023-11-01
2023-06-30	$3,444,267	36,111	-1.4%	Shares	Sole	2023-07-31
2023-03-31	$3,714,259	36,637	-1.6%	Shares	Sole	2023-05-02
2022-12-31	$3,873,544	37,217	+6.5%	Shares	Other	2023-02-06
2022-09-30	$2,820,679	34,944	+3.0%	Shares	Other	2022-11-02
2022-06-30	$2,781,346	33,923	+11.4%	Shares	Other	2022-08-09
2022-03-31	$2,631,439	30,460	+19.1%	Shares	Other	2022-04-29
2021-12-31	$1,853,381	25,578	+5.3%	Shares	Sole	2022-02-03
2021-09-30	$1,700,888	24,288	+3.5%	Shares	Sole	2021-11-05
2021-06-30	$2,013,508	23,462	+5.4%	Shares	Sole	2021-08-06
2021-03-31	$1,814,591	22,254	-14.3%	Shares	Sole	2021-05-03
2020-12-31	$1,816,062	25,966	-6.9%	Shares	Sole	2021-02-04
2020-09-30	$1,446,438	27,902	+15.1%	Shares	Other	2020-11-02
2020-06-30	$1,463,313	24,246	0.0%	Shares	Sole	2020-08-11
2020-03-31	$1,300,797	24,246	—	Shares	Other	2020-05-14
No filing history on record for this holder in this stock.