Sagewood Asset Management LP

Position in PSX — Phillips 66

CIK 1693636 NEW YORK, NY

Position in PSX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$245,460

+$6,987 QoQ

Shares Held

1,452

+10.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,593

of 2,093 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Sagewood Asset Management LP holds $1,223,765 across 4 Oil & Gas Refining & Marketing names. PSX ranks #4 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DINO	HF Sinclair Corp	5,587	$389,134
2	MPC	Marathon Petroleum Corp	1,244	$318,053
3	VLO	Valero Energy Corp/Tx	1,041	$271,118
4	PSX	Phillips 66 This page	1,452	$245,460

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$245,460	1,452	+10.9%	Shares	Sole	2026-07-29
2026-03-31	$238,473	1,309	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.