Cerity Partners LLC

Position in PSX — Phillips 66

CIK 1566475 NEW YORK, NY

Position in PSX

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

Position Value

$37,917,574

+$732,269 QoQ

Shares Held

224,298

+9.9% QoQ

Ownership

0.056%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#127

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 22% Shared 22% None 56%

Energy · as of Jun 30, 2026

Cerity Partners LLC holds $146,176,563 across 12 Oil & Gas Refining & Marketing names. PSX ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	197,580	$50,515,276
2	PSX	Phillips 66 This page	224,298	$37,917,574
3	VLO	Valero Energy Corp/Tx	134,168	$34,942,712
4	DINO	HF Sinclair Corp	169,932	$11,835,762
5	PBF	PBF Energy Inc.	133,937	$6,096,811
6	WKC	World Kinect Corp	63,564	$2,093,797
7	DKL	Delek Logistics Partners, LP	15,413	$794,386
8	SUN	Sunoco LP	9,686	$653,805

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,917,574	224,298	+9.9%	Shares	Sole	2026-08-14
2026-03-31	$37,185,305	204,113	-42.8%	Shares	Other	2026-05-15
2025-12-31	$46,049,988	356,866	+207.6%	Shares	Sole	2026-02-11
2025-09-30	$15,781,312	116,022	+54.6%	Shares	Other	2025-10-22
2025-06-30	$8,954,896	75,062	-46.1%	Shares	Sole	2025-08-13
2025-03-31	$17,205,826	139,341	+103.2%	Shares	Sole	2025-04-30
2024-12-31	$7,813,547	68,582	+4.2%	Shares	Other	2025-02-13
2024-09-30	$8,653,353	65,830	+8.7%	Shares	Sole	2024-11-12
2024-06-30	$8,551,372	60,575	-17.4%	Shares	Sole	2024-08-13
2024-03-31	$11,972,005	73,295	+56.4%	Shares	Defined	2024-05-14
2023-12-31	$6,239,339	46,863	+29.1%	Shares	Other	2024-01-26
2023-09-30	$4,363,006	36,313	-8.8%	Shares	Sole	2023-11-14
2023-06-30	$3,796,696	39,806	+0.7%	Shares	Sole	2023-08-14
2023-03-31	$4,006,943	39,524	-29.0%	Shares	Sole	2023-05-11
2022-12-31	$5,790,907	55,639	+4.3%	Shares	Sole	2023-02-15
2022-09-30	$4,304,797	53,330	+2.2%	Shares	Sole	2022-11-14
2022-06-30	$4,277,500	52,171	+55.0%	Shares	Sole	2022-08-10
2022-03-31	$2,907,801	33,659	+4.2%	Shares	Sole	2022-04-25
2021-12-31	$2,341,037	32,308	+1.9%	Shares	Sole	2022-02-14
2021-09-30	$2,220,931	31,714	+6.0%	Shares	Sole	2021-10-25
2021-06-30	$2,567,133	29,913	-18.6%	Shares	Sole	2021-08-11
2021-03-31	$2,995,371	36,735	+39.4%	Shares	Sole	2021-08-11
2020-12-31	$1,843,058	26,352	-24.0%	Shares	Sole	2021-02-11
2020-09-30	$1,797,863	34,681	+78.2%	Shares	Sole	2020-11-12
2020-06-30	$1,399,030	19,458	+104.1%	Shares	Sole	2020-08-17
2020-03-31	$511,552	9,535	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.