Vident Advisory, LLC

Position in PSX — Phillips 66

CIK 1744347 Alpharetta, GA

Position in PSX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,802,460

+$1,689,818 QoQ

Shares Held

20,872

+27.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Energy · as of Mar 31, 2026

Vident Advisory, LLC holds $18,846,104 across 9 Oil & Gas Refining & Marketing names. PSX ranks #2 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	19,693	$4,808,635
2	PSX	Phillips 66 This page	20,872	$3,802,460
3	VLO	Valero Energy Corp/Tx	13,896	$3,433,422
4	DINO	HF Sinclair Corp	40,796	$2,545,261
5	UGP	Ultrapar Holdings Inc	305,398	$1,682,742
6	CVI	Cvr Energy Inc	45,446	$1,529,257
7	WKC	World Kinect Corp	24,961	$575,849
8	PBF	PBF Energy Inc.	7,634	$363,530

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,802,460	20,872	+27.5%	Shares	Defined	2026-05-15
2025-12-31	$2,112,642	16,372	-4.6%	Shares	Sole	2026-02-18
2025-09-30	$2,333,830	17,158	+6.8%	Shares	Defined	2025-11-14
2025-06-30	$1,916,434	16,064	+1.0%	Shares	Defined	2025-08-14
2025-03-31	$1,964,813	15,912	+31.9%	Shares	Sole	2025-05-15
2024-12-31	$1,374,223	12,062	+1.4%	Shares	Defined	2025-02-14
2024-09-30	$1,563,597	11,895	-33.1%	Shares	Sole	2024-11-14
2024-06-30	$2,508,731	17,771	+7.5%	Shares	Sole	2024-08-14
2024-03-31	$2,700,171	16,531	-15.8%	Shares	Sole	2024-05-14
2023-12-31	$2,613,137	19,627	-4.6%	Shares	Sole	2024-02-14
2023-09-30	$2,472,205	20,576	—	Shares	Sole	2024-02-21
No filing history on record for this holder in this stock.