Gotham Asset Management, LLC

Position in PSX — Phillips 66

CIK 1510387 NEW YORK, NY

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$13,700,150

+$168,913 QoQ

Shares Held

81,042

+9.1% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#248

of 2,102 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Gotham Asset Management, LLC holds $158,963,164 across 5 Oil & Gas Refining & Marketing names. PSX ranks #4 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	260,471	$67,837,067
2	DINO	HF Sinclair Corp	727,581	$50,676,016
3	MPC	Marathon Petroleum Corp	98,969	$25,303,404
4	PSX	Phillips 66 This page	81,042	$13,700,150
5	PARR	Par Pacific Holdings, Inc.	25,794	$1,446,527

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,700,150	81,042	+9.1%	Shares	Sole	2026-08-14
2026-03-31	$13,531,237	74,274	-0.4%	Shares	Sole	2026-05-15
2025-12-31	$9,620,835	74,557	-0.2%	Shares	Sole	2026-02-17
2025-09-30	$10,157,293	74,675	-38.8%	Shares	Sole	2025-11-14
2025-06-30	$14,562,951	122,070	+137.9%	Shares	Sole	2025-08-14
2025-03-31	$6,336,129	51,313	-66.1%	Shares	Sole	2025-05-15
2024-12-31	$17,263,812	151,530	+17.4%	Shares	Sole	2025-02-14
2024-09-30	$16,972,561	129,118	+193.1%	Shares	Sole	2024-11-14
2024-06-30	$6,218,397	44,049	+4.4%	Shares	Sole	2024-08-14
2024-03-31	$6,891,804	42,193	+33.7%	Shares	Sole	2024-05-15
2023-12-31	$4,202,031	31,561	-20.1%	Shares	Sole	2024-02-14
2023-09-30	$4,748,087	39,518	-2.9%	Shares	Sole	2023-11-14
2023-06-30	$3,881,489	40,695	+38.7%	Shares	Sole	2023-08-14
2023-03-31	$2,973,880	29,334	+34.9%	Shares	Sole	2023-05-15
2022-12-31	$2,263,219	21,745	-19.1%	Shares	Sole	2023-02-14
2022-09-30	$2,168,865	26,869	-10.9%	Shares	Sole	2022-11-14
2022-06-30	$2,471,260	30,141	-9.6%	Shares	Sole	2022-08-15
2022-03-31	$2,881,711	33,357	+45.0%	Shares	Sole	2022-05-16
2021-12-31	$1,667,159	23,008	+511.6%	Shares	Sole	2022-02-14
2021-09-30	$263,452	3,762	+13.3%	Shares	Sole	2021-11-15
2020-12-31	$232,130	3,319	-90.2%	Shares	Sole	2021-02-16
2020-09-30	$1,760,538	33,961	-85.9%	Shares	Sole	2020-11-16
2020-06-30	$17,270,739	240,205	+12.1%	Shares	Sole	2020-08-13
2020-03-31	$11,499,287	214,339	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.