Crescent Sterling, Ltd.

Position in PSX — Phillips 66

CIK 1962005 METAIRIE, LA

Position in PSX

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,957,429

-$208,509 QoQ

Shares Held

11,579

-2.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.40%

of 13F equity value

Holder Rank

#662

of 2,091 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Crescent Sterling, Ltd. holds $2,989,953 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (65.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	11,579	$1,957,429
2	VLO	Valero Energy Corp/Tx	2,975	$774,809
3	MPC	Marathon Petroleum Corp	1,008	$257,715

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,957,429	11,579	-2.6%	Shares	Sole	2026-07-07
2026-03-31	$2,165,938	11,889	-1.4%	Shares	Sole	2026-04-07
2025-12-31	$1,556,093	12,059	-2.0%	Shares	Sole	2026-01-07
2025-09-30	$1,673,998	12,307	-4.9%	Shares	Sole	2025-10-15
2025-06-30	$1,543,861	12,941	-12.2%	Shares	Sole	2025-08-04
2025-03-31	$1,820,959	14,747	-0.2%	Shares	Sole	2025-04-15
2024-12-31	$1,682,973	14,772	-1.1%	Shares	Sole	2025-01-13
2024-09-30	$1,963,074	14,934	-0.2%	Shares	Sole	2024-10-15
2024-06-30	$2,112,044	14,961	-6.4%	Shares	Sole	2024-07-17
2024-03-31	$2,610,663	15,983	-0.3%	Shares	Sole	2024-04-22
2023-12-31	$2,135,299	16,038	-4.2%	Shares	Sole	2024-01-10
2023-09-30	$2,010,590	16,734	-3.4%	Shares	Sole	2023-10-24
2023-06-30	$1,651,981	17,320	+1.9%	Shares	Sole	2023-08-03
2023-03-31	$1,723,561	17,001	+2.5%	Shares	Sole	2023-04-21
2022-12-31	$1,725,750	16,581	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.