Edgestream Partners, L.P.

Position in PSX — Phillips 66

CIK 1535061 Princeton, NJ

Position in PSX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$9,645,147

+$8,027,462 QoQ

Shares Held

57,055

+379.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#302

of 2,096 holders

Holding Since

Jun 2023

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Edgestream Partners, L.P. holds $22,149,085 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	44,017	$11,253,826
2	PSX	Phillips 66 This page	57,055	$9,645,147
3	VLO	Valero Energy Corp/Tx	4,800	$1,250,112

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,645,147	57,055	+379.7%	Shares	Sole	2026-08-11
2025-09-30	$1,617,685	11,893	-71.3%	Shares	Sole	2025-11-12
2025-06-30	$4,952,262	41,511	+265.6%	Shares	Sole	2025-08-13
2023-09-30	$1,364,183	11,354	+47.6%	Shares	Sole	2023-11-15
2023-06-30	$733,567	7,691	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.