Bleakley Financial Group, LLC

Position in PSX — Phillips 66

CIK 1936953 PARSIPPANY, NJ

Position in PSX

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$2,779,338

+$919,356 QoQ

Shares Held

15,256

+5.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

Bleakley Financial Group, LLC holds $9,385,611 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	12,043	$2,975,584
2	PSX	Phillips 66 This page	15,256	$2,779,338
3	MPC	Marathon Petroleum Corp	10,052	$2,454,497
4	UGP	Ultrapar Holdings Inc	213,465	$1,176,192

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,779,338	15,256	+5.8%	Shares	Sole	2026-05-04
2025-12-31	$1,859,982	14,414	+16.3%	Shares	Sole	2026-02-09
2025-09-30	$1,686,239	12,397	-6.1%	Shares	Sole	2025-11-10
2025-06-30	$1,574,998	13,202	+52.2%	Shares	Sole	2025-07-30
2024-12-31	$988,114	8,673	+0.9%	Shares	Sole	2025-01-27
2024-09-30	$1,129,812	8,595	-3.7%	Shares	Sole	2024-10-16
2024-06-30	$1,260,224	8,927	+3.2%	Shares	Sole	2024-08-12
2024-03-31	$1,412,727	8,649	+4.9%	Shares	Sole	2024-05-08
2023-12-31	$1,097,339	8,242	+4.6%	Shares	Sole	2024-01-25
2023-09-30	$946,782	7,880	-20.9%	Shares	Sole	2023-11-14
2023-06-30	$950,461	9,965	+3.9%	Shares	Sole	2023-08-14
2023-03-31	$971,930	9,587	-5.8%	Shares	Sole	2023-05-12
2022-12-31	$1,059,326	10,178	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.