Caprock Group, LLC

Position in PSX — Phillips 66

CIK 1610769 BOISE, ID

Position in PSX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,959,727

-$185,975 QoQ

Shares Held

17,508

+1.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#545

of 2,093 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Caprock Group, LLC holds $13,456,950 across 5 Oil & Gas Refining & Marketing names. PSX ranks #3 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	19,342	$5,037,430
2	MPC	Marathon Petroleum Corp	16,116	$4,120,377
3	PSX	Phillips 66 This page	17,508	$2,959,727
4	SUN	Sunoco LP	13,001	$877,567
5	DINO	HF Sinclair Corp	6,631	$461,849

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,959,727	17,508	+1.4%	Shares	Sole	2026-07-27
2026-03-31	$3,145,702	17,267	-5.9%	Shares	Sole	2026-05-11
2025-12-31	$2,367,754	18,349	+2.5%	Shares	Sole	2026-01-28
2025-09-30	$2,434,077	17,895	+24.5%	Shares	Sole	2025-11-06
2025-03-31	$1,775,025	14,375	+28.7%	Shares	Sole	2025-05-15
2024-12-31	$1,272,825	11,172	+15.2%	Shares	Sole	2025-01-23
2024-09-30	$1,274,276	9,694	+1.3%	Shares	Sole	2024-11-07
2024-06-30	$1,350,573	9,567	+54.2%	Shares	Sole	2024-08-06
2024-03-31	$1,013,198	6,203	+1.0%	Shares	Sole	2024-04-29
2023-12-31	$817,612	6,141	+2.6%	Shares	Sole	2024-01-18
2023-09-30	$719,458	5,988	-11.1%	Shares	Sole	2023-10-18
2023-06-30	$642,575	6,737	-0.4%	Shares	Sole	2023-08-10
2023-03-31	$686,038	6,767	-7.9%	Shares	Sole	2023-04-26
2022-12-31	$764,883	7,349	-17.7%	Shares	Sole	2023-01-23
2022-09-30	$721,152	8,934	+2.0%	Shares	Sole	2022-11-07
2022-06-30	$718,068	8,758	+15.9%	Shares	Sole	2022-07-26
2022-03-31	$652,590	7,554	+81.6%	Shares	Sole	2022-04-12
2021-12-31	$301,433	4,160	-60.0%	Shares	Sole	2022-01-18
2021-09-30	$728,732	10,406	+143.9%	Shares	Sole	2021-10-07
2021-06-30	$366,193	4,267	-30.8%	Shares	Sole	2021-08-13
2020-09-30	$319,438	6,162	-1.8%	Shares	Sole	2020-10-29
2020-06-30	$451,172	6,275	-0.0%	Shares	Sole	2020-08-05
2020-03-31	$336,814	6,278	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.