Baird Financial Group, Inc.

Position in PSX — Phillips 66

CIK 1648711 MILWAUKEE, WI

Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$19,879,772

-$2,490,838 QoQ

Shares Held

117,597

-4.2% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#192

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Baird Financial Group, Inc. holds $76,978,849 across 5 Oil & Gas Refining & Marketing names. PSX ranks #2 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	113,973	$29,683,127
2	PSX	Phillips 66 This page	117,597	$19,879,772
3	MPC	Marathon Petroleum Corp	75,224	$19,232,519
4	DINO	HF Sinclair Corp	102,915	$7,168,029
5	SUN	Sunoco LP	15,043	$1,015,402

All Filings in PSX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,879,772	117,597	-4.2%	Shares	Defined	2026-08-12
2026-03-31	$22,370,610	122,794	-42.2%	Shares	Defined	2026-05-14
2025-12-31	$27,422,934	212,515	-0.9%	Shares	Defined	2026-02-13
2025-09-30	$29,182,546	214,546	-9.2%	Shares	Defined	2025-11-13
2025-06-30	$28,174,722	236,167	+0.5%	Shares	Defined	2025-08-13
2025-03-31	$29,022,615	235,039	+5.1%	Shares	Defined	2025-05-15
2024-12-31	$25,479,304	223,640	-9.6%	Shares	Defined	2025-02-14
2024-09-30	$32,531,508	247,482	+0.9%	Shares	Defined	2024-11-14
2024-06-30	$34,637,893	245,363	+16.0%	Shares	Defined	2024-08-14
2024-03-31	$34,561,109	211,590	-14.7%	Shares	Defined	2024-05-14
2023-12-31	$33,010,464	247,938	-0.5%	Shares	Defined	2024-02-14
2023-09-30	$29,950,270	249,274	+2.5%	Shares	Defined	2023-11-13
2023-06-30	$23,193,744	243,172	-13.4%	Shares	Defined	2023-08-11
2023-03-31	$28,468,720	280,812	+5.8%	Shares	Defined	2023-05-15
2022-12-31	$27,621,061	265,383	+4.7%	Shares	Defined	2023-02-13
2022-09-30	$20,463,809	253,516	+36.1%	Shares	Defined	2022-11-15
2022-06-30	$15,268,013	186,218	+24.9%	Shares	Defined	2022-08-08
2022-03-31	$12,879,452	149,085	+8.2%	Shares	Defined	2022-05-13
2021-12-31	$9,987,740	137,838	+9.3%	Shares	Defined	2022-02-09
2021-09-30	$8,833,443	126,138	-9.1%	Shares	Defined	2021-11-12
2021-06-30	$11,914,304	138,829	+1.4%	Shares	Defined	2021-08-11
2021-03-31	$11,163,151	136,904	+2.1%	Shares	Defined	2021-05-13
2020-12-31	$9,378,253	134,090	+79.0%	Shares	Defined	2021-02-11
2020-09-30	$3,882,349	74,891	+3.1%	Shares	Defined	2020-11-12
2020-06-30	$5,222,743	72,639	-20.7%	Shares	Defined	2020-10-22
2020-03-31	$4,916,002	91,631	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.