Savant Capital, LLC

Position in PSX — Phillips 66

CIK 1482880 ROCKFORD, IL

Position in PSX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$10,185,093

+$6,691,974 QoQ

Shares Held

60,249

+214.2% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#292

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 81% Shared 7% None 12%

Energy · as of Jun 30, 2026

Savant Capital, LLC holds $38,995,989 across 7 Oil & Gas Refining & Marketing names. PSX ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	58,461	$14,946,723
2	PSX	Phillips 66 This page	60,249	$10,185,093
3	VLO	Valero Energy Corp/Tx	38,643	$10,064,182
4	DINO	HF Sinclair Corp	20,258	$1,410,969
5	PBF	PBF Energy Inc.	24,860	$1,131,627
6	PARR	Par Pacific Holdings, Inc.	17,374	$974,333
7	DK	Delek US Holdings, Inc.	5,571	$283,062

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,185,093	60,249	+214.2%	Shares	Sole	2026-08-10
2026-03-31	$3,493,119	19,174	+6.2%	Shares	Sole	2026-05-04
2025-12-31	$2,329,430	18,052	+5.4%	Shares	Sole	2026-02-10
2025-09-30	$2,330,022	17,130	-2.8%	Shares	Sole	2026-03-04
2025-06-30	$2,101,588	17,616	+25.7%	Shares	Sole	2026-03-04
2025-03-31	$1,730,572	14,015	-1.0%	Shares	Sole	2026-03-04
2024-12-31	$1,612,337	14,152	+7.4%	Shares	Sole	2025-01-29
2024-09-30	$1,731,459	13,172	+10.6%	Shares	Sole	2024-11-04
2024-06-30	$1,681,334	11,910	+2.2%	Shares	Sole	2024-08-05
2024-03-31	$1,903,727	11,655	-0.2%	Shares	Sole	2024-05-06
2023-12-31	$1,554,143	11,673	+12.5%	Shares	Sole	2024-02-05
2023-09-30	$1,246,796	10,377	+2.2%	Shares	Sole	2023-11-07
2023-06-30	$968,488	10,154	+11.4%	Shares	Sole	2023-08-04
2023-03-31	$924,180	9,116	+37.6%	Shares	Sole	2023-05-03
2022-12-31	$689,530	6,625	+3.3%	Shares	Sole	2023-02-13
2022-09-30	$517,576	6,412	-1.0%	Shares	Sole	2022-10-31
2022-06-30	$530,803	6,474	+11.7%	Shares	Sole	2022-07-22
2022-03-31	$500,889	5,798	+1.2%	Shares	Sole	2022-05-05
2021-12-31	$415,268	5,731	+6.1%	Shares	Sole	2022-02-08
2021-09-30	$378,442	5,404	-4.4%	Shares	Sole	2021-11-12
2021-06-30	$484,883	5,650	+15.1%	Shares	Sole	2021-08-04
2021-03-31	$400,198	4,908	+1.7%	Shares	Sole	2021-05-04
2020-12-31	$337,600	4,827	-8.3%	Shares	Sole	2021-02-03
2020-09-30	$272,782	5,262	-6.1%	Shares	Sole	2020-11-04
2020-06-30	$402,999	5,605	-7.4%	Shares	Sole	2020-08-11
2020-03-31	$324,636	6,051	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.