Rosenberg Matthew Hamilton

Position in PSX — Phillips 66

CIK 1812103 GRAND JUNCTION, CO

Position in PSX

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$863,169

-$67,042 QoQ

Shares Held

5,106

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#944

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Rosenberg Matthew Hamilton holds $3,192,488 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	4,932	$1,284,490
2	MPC	Marathon Petroleum Corp	4,037	$1,032,139
3	PSX	Phillips 66 This page	5,106	$863,169
4	SUN	Sunoco LP	188	$12,690

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$863,169	5,106	0.0%	Shares	Sole	2026-07-17
2026-03-31	$930,211	5,106	+1.7%	Shares	Sole	2026-04-07
2025-12-31	$647,780	5,020	-0.5%	Shares	Sole	2026-01-05
2025-09-30	$686,492	5,047	0.0%	Shares	Sole	2025-11-10
2025-06-30	$602,107	5,047	-7.8%	Shares	Sole	2025-07-28
2025-03-31	$676,053	5,475	-0.5%	Shares	Sole	2025-04-28
2024-12-31	$626,956	5,503	-8.2%	Shares	Sole	2025-01-14
2024-09-30	$787,779	5,993	+3.6%	Shares	Sole	2024-10-28
2024-06-30	$816,950	5,787	-3.3%	Shares	Sole	2024-07-26
2024-03-31	$977,263	5,983	-2.2%	Shares	Sole	2024-04-22
2023-12-31	$814,550	6,118	+0.8%	Shares	Sole	2024-01-16
2023-09-30	$729,310	6,070	+2.7%	Shares	Sole	2023-10-11
2023-06-30	$563,886	5,912	+1.8%	Shares	Sole	2023-07-26
2023-03-31	$588,612	5,806	-3.8%	Shares	Sole	2023-04-17
2022-12-31	$628,435	6,038	+0.0%	Shares	Sole	2023-01-19
2022-09-30	$487,225	6,036	+5.0%	Shares	Sole	2022-10-21
2022-06-30	$471,360	5,749	+1.6%	Shares	Sole	2022-07-15
2022-03-31	$488,794	5,658	+6.6%	Shares	Sole	2022-04-14
2021-12-31	$384,617	5,308	-1.0%	Shares	Sole	2022-01-20
2021-09-30	$375,290	5,359	+16.0%	Shares	Sole	2021-10-12
2021-06-30	$396,574	4,621	-3.3%	Shares	Sole	2021-07-26
2021-03-31	$389,842	4,781	+13.9%	Shares	Sole	2021-04-30
2020-12-31	$293,678	4,199	+112.0%	Shares	Sole	2021-02-03
2020-09-30	$102,695	1,981	-27.5%	Shares	Sole	2020-10-16
2020-06-30	$196,358	2,731	+39.9%	Shares	Sole	2020-08-04
2020-03-31	$104,724	1,952	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.