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 Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$27,447,783

+$8,040,685 QoQ

Shares Held

150,663

+0.2% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 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 Mar 31, 2026

Rockefeller Capital Management L.P. holds $116,559,447 across 14 Oil & Gas Refining & Marketing names. PSX ranks #2 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	250,288	$61,115,321
2	PSX	Phillips 66 This page	150,663	$27,447,783
3	VLO	Valero Energy Corp/Tx	100,757	$24,895,038
4	SUN	Sunoco LP	28,970	$1,882,180
5	DINO	HF Sinclair Corp	8,145	$508,165
6	PBF	PBF Energy Inc.	7,195	$342,624
7	UGP	Ultrapar Holdings Inc	17,723	$97,653
8	DKL	Delek Logistics Partners, LP	1,474	$73,346

All Filings in PSX

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$27,447,783	150,663	+0.2%	Shares	Defined	2026-05-14
2025-12-31	$19,407,098	150,396	+5.4%	Shares	Defined	2026-03-17
2025-09-30	$19,401,619	142,638	-0.2%	Shares	Defined	2025-11-14
2025-06-30	$17,048,685	142,906	-6.1%	Shares	Defined	2025-08-14
2025-03-31	$18,801,187	152,261	+12.1%	Shares	Defined	2025-05-14
2024-12-31	$15,475,453	135,833	-0.2%	Shares	Defined	2025-02-13
2024-09-30	$17,890,870	136,104	-4.0%	Shares	Defined	2024-11-14
2024-06-30	$20,021,857	141,828	+2.0%	Shares	Defined	2024-08-12
2024-03-31	$22,702,788	138,991	+5.3%	Shares	Defined	2024-05-14
2023-12-31	$17,571,815	131,980	+17.6%	Shares	Defined	2024-02-14
2023-09-30	$13,488,638	112,265	-29.1%	Shares	Defined	2023-11-14
2023-06-30	$15,104,375	158,360	-43.1%	Shares	Defined	2023-08-14
2023-03-31	$28,207,260	278,233	-8.8%	Shares	Defined	2023-05-16
2022-12-31	$31,737,321	304,932	+1.9%	Shares	Defined	2023-03-06
2022-09-30	$24,151,343	299,199	+19.0%	Shares	Defined	2022-11-02
2022-06-30	$20,612,695	251,405	+171.8%	Shares	Defined	2022-08-12
2022-03-31	$7,991,592	92,506	-8.7%	Shares	Defined	2022-05-13
2021-12-31	$7,339,255	101,287	+12.6%	Shares	Defined	2022-02-14
2021-09-30	$6,299,408	89,953	+6.5%	Shares	Defined	2021-11-12
2021-06-30	$7,247,584	84,451	+175.7%	Shares	Defined	2021-08-10
2021-03-31	$2,497,488	30,629	-13.5%	Shares	Defined	2021-05-11
2020-12-31	$2,476,225	35,405	-0.8%	Shares	Defined	2021-02-12
2020-09-30	$1,850,116	35,689	-7.3%	Shares	Defined	2020-11-13
2020-06-30	$2,768,868	38,510	+4.4%	Shares	Defined	2020-08-12
2020-03-31	$1,978,772	36,883	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.