Position in PSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,572,055
+$900,779 QoQ
Shares Held
32,961
+28.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#408
of 2,093 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026BTC Capital Management, Inc. holds $11,858,814 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
24,139 | $6,286,759 | |
| 2 | PSX |
Phillips 66
This page
|
32,961 | $5,572,055 |
All Filings in PSX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,572,055 | 32,961 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $4,671,276 | 25,641 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,026,890 | 23,457 | Shares | Defined | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||