Vanguard Personalized Indexing Management, LLC
Position in PSX — Phillips 66
CIK 1767306
OAKLAND, CA
Position in PSX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$13,066,313
+$4,609,935 QoQ
Shares Held
71,722
+9.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Vanguard Personalized Indexing Management, LLC holds $48,935,831 across 8 Oil & Gas Refining & Marketing names. PSX ranks #3 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
69,235 | $16,905,802 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
54,727 | $13,521,947 | |
| 3 | PSX |
Phillips 66
This page
|
71,722 | $13,066,313 | |
| 4 | DINO |
HF Sinclair Corp
|
40,730 | $2,541,144 | |
| 5 | PBF |
PBF Energy Inc.
|
27,203 | $1,295,406 | |
| 6 | UGP |
Ultrapar Holdings Inc
|
105,980 | $583,949 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
8,259 | $517,343 | |
| 8 | DK |
Delek US Holdings, Inc.
|
11,181 | $503,927 |
All Filings in PSX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,066,313 | 71,722 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,456,378 | 65,533 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,649,900 | 56,241 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,316,577 | 52,947 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,493,131 | 44,486 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,446,915 | 39,032 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,926,746 | 37,480 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,197,173 | 36,815 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,632,779 | 34,485 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,458,326 | 33,486 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,516,430 | 29,267 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,584,034 | 27,092 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,553,356 | 25,186 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,396,025 | 23,021 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,992,008 | 24,678 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,523,702 | 18,584 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,050,070 | 12,155 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $564,970 | 7,797 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $328,650 | 4,693 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $628,545 | 7,324 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $446,186 | 5,472 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||