Vestmark Advisory Solutions, Inc.

Position in PSX — Phillips 66

CIK 1736982 Wakefield, MA

Position in PSX

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

Position Value

$2,671,835

+$189,269 QoQ

Shares Held

15,805

+16.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#573

of 2,091 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 25% Shared 0% None 75%

Energy · as of Jun 30, 2026

Vestmark Advisory Solutions, Inc. holds $7,209,124 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	15,805	$2,671,835
2	DINO	HF Sinclair Corp	29,964	$2,086,992
3	VLO	Valero Energy Corp/Tx	6,691	$1,742,603
4	MPC	Marathon Petroleum Corp	2,768	$707,694

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,671,835	15,805	+16.0%	Shares	Sole	2026-08-14
2026-03-31	$2,482,566	13,627	+29.7%	Shares	Sole	2026-05-15
2025-12-31	$1,356,210	10,510	+30.9%	Shares	Other	2026-02-06
2025-09-30	$1,092,240	8,030	+263.3%	Shares	Other	2025-11-10
2025-06-30	$263,653	2,210	-85.5%	Shares	Other	2025-08-06
2025-03-31	$1,878,870	15,216	+64.5%	Shares	Other	2025-05-13
2024-12-31	$1,053,738	9,249	-0.5%	Shares	Other	2025-02-06
2024-09-30	$1,222,353	9,299	-0.6%	Shares	Other	2024-11-14
2024-06-30	$1,320,503	9,354	-0.3%	Shares	Sole	2024-08-12
2024-03-31	$1,532,129	9,380	+11.6%	Shares	Sole	2024-05-15
2023-12-31	$1,118,775	8,403	-6.2%	Shares	Sole	2024-02-06
2023-09-30	$1,076,303	8,958	-28.9%	Shares	Sole	2023-11-06
2023-06-30	$1,201,788	12,600	+73.1%	Shares	Sole	2023-08-07
2023-03-31	$737,842	7,278	-7.3%	Shares	Sole	2023-05-09
2022-12-31	$817,339	7,853	+49.6%	Shares	Sole	2023-01-20
2022-09-30	$423,780	5,250	+19.7%	Shares	Sole	2022-11-03
2022-06-30	$359,526	4,385	+37.1%	Shares	Sole	2022-08-04
2022-03-31	$276,275	3,198	+6.2%	Shares	Sole	2022-04-27
2021-12-31	$218,104	3,010	-23.0%	Shares	Sole	2022-01-31
2021-09-30	$273,607	3,907	-9.5%	Shares	Sole	2021-11-15
2021-06-30	$370,313	4,315	+14.6%	Shares	Sole	2021-08-09
2021-03-31	$306,916	3,764	+1.9%	Shares	Sole	2021-05-10
2020-12-31	$258,358	3,694	+30.5%	Shares	Sole	2021-02-04
2020-06-30	$203,548	2,831	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.