Chicago Partners Investment Group LLC

Position in PSX — Phillips 66

CIK 1563525 CHICAGO, IL

Position in PSX

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

Position Value

$3,372,547

+$602,501 QoQ

Shares Held

19,950

+31.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#514

of 2,093 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Energy · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $9,940,339 across 5 Oil & Gas Refining & Marketing names. PSX ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	14,855	$3,797,977
2	PSX	Phillips 66 This page	19,950	$3,372,547
3	VLO	Valero Energy Corp/Tx	7,672	$1,998,095
4	DINO	HF Sinclair Corp	7,607	$529,827
5	PBF	PBF Energy Inc.	5,314	$241,893

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,372,547	19,950	+31.2%	Shares	Sole	2026-07-30
2026-03-31	$2,770,046	15,205	+29.9%	Shares	Sole	2026-05-04
2025-12-31	$1,510,155	11,703	+2.9%	Shares	Sole	2026-01-28
2025-09-30	$1,547,227	11,375	+42.1%	Shares	Sole	2025-10-30
2025-06-30	$954,877	8,004	+7.3%	Shares	Sole	2025-07-29
2025-03-31	$921,160	7,460	+13.0%	Shares	Sole	2025-05-09
2024-12-31	$752,393	6,604	+2.6%	Shares	Sole	2025-01-24
2024-09-30	$846,012	6,436	-1.7%	Shares	Sole	2024-10-29
2024-06-30	$924,098	6,546	+19.7%	Shares	Sole	2024-07-31
2024-03-31	$893,306	5,469	-1.1%	Shares	Sole	2024-04-25
2023-12-31	$736,264	5,530	+0.4%	Shares	Sole	2024-02-23
2023-09-30	$661,906	5,509	+0.3%	Shares	Sole	2023-10-26
2023-06-30	$523,636	5,490	+3.1%	Shares	Sole	2023-08-08
2023-03-31	$539,747	5,324	+8.9%	Shares	Sole	2023-04-26
2022-12-31	$508,638	4,887	+0.7%	Shares	Sole	2023-02-09
2022-09-30	$391,734	4,853	+26.1%	Shares	Sole	2022-11-09
2022-06-30	$315,661	3,850	+2.1%	Shares	Sole	2022-08-04
2022-03-31	$325,863	3,772	+22.2%	Shares	Sole	2022-05-20
2021-12-31	$223,756	3,088	+0.1%	Shares	Sole	2022-02-15
2021-09-30	$216,042	3,085	+1.6%	Shares	Sole	2021-11-12
2021-06-30	$260,635	3,037	+4.5%	Shares	Sole	2021-08-02
2021-03-31	$236,955	2,906	+1.6%	Shares	Sole	2021-04-28
2020-12-31	$200,098	2,861	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.