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Equibles

Rockefeller Capital Management L.P.

Position in PSX — Phillips 66

CIK 1739439 NEW YORK, NY
Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$23,848,220
-$3,599,563 QoQ
Shares Held
141,072
-6.4% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Rockefeller Capital Management L.P. holds $111,281,489 across 14 Oil & Gas Refining & Marketing names. PSX ranks #3 (21.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MPC
Marathon Petroleum Corp
 230,883 $59,029,855
2 VLO
Valero Energy Corp/Tx
 97,713 $25,448,372
3 PSX
Phillips 66
This page 		141,072 $23,848,220
4 SUN
Sunoco LP
 28,856 $1,947,780
5 DINO
HF Sinclair Corp
 7,192 $500,922
6 PBF
PBF Energy Inc.
 2,480 $112,888
7 WKC
World Kinect Corp
 3,094 $101,916
8 UGP
Ultrapar Holdings Inc
 18,375 $92,242

All Filings in PSX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $23,848,220 141,072
2026-03-31 $27,447,783 150,663
2025-12-31 $19,407,098 150,396
2025-09-30 $19,401,619 142,638
2025-06-30 $17,048,685 142,906
2025-03-31 $18,801,187 152,261
2024-12-31 $15,475,453 135,833
2024-09-30 $17,890,870 136,104
2024-06-30 $20,021,857 141,828
2024-03-31 $22,702,788 138,991
2023-12-31 $17,571,815 131,980
2023-09-30 $13,488,638 112,265
2023-06-30 $15,104,375 158,360
2023-03-31 $28,207,260 278,233
2022-12-31 $31,737,321 304,932
2022-09-30 $24,151,343 299,199
2022-06-30 $20,612,695 251,405
2022-03-31 $7,991,592 92,506
2021-12-31 $7,339,255 101,287
2021-09-30 $6,299,408 89,953
2021-06-30 $7,247,584 84,451
2021-03-31 $2,497,488 30,629
2020-12-31 $2,476,225 35,405
2020-09-30 $1,850,116 35,689
2020-06-30 $2,768,868 38,510
2020-03-31 $1,978,772 36,883