STIFEL FINANCIAL CORP

Position in PSX — Phillips 66

CIK 720672 ST. LOUIS, MO

Back to PSX Full portfolio

Position in PSX

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$46,234,547

-$6,740,111 QoQ

Shares Held

253,785

-38.2% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 91.1460488208523.ToString("F0")% Shared 0.ToString("F0")% None 8.853951179147703.ToString("F0")%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Mar 31, 2026

STIFEL FINANCIAL CORP holds $236,499,937 across 10 Oil & Gas Refining & Marketing names. PSX ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	593,748	$146,703,253
2	PSX	Phillips 66 This page	253,785	$46,234,547
3	MPC	Marathon Petroleum Corp	140,749	$34,368,088
4	APC	ARKO Petroleum Corp.	133,711	$2,392,089
5	SUN	Sunoco LP	30,652	$1,991,460
6	DINO	HF Sinclair Corp	27,423	$1,710,920
7	CAPL	CrossAmerica Partners LP	54,284	$1,128,021
8	WKC	World Kinect Corp	44,232	$1,020,431

All Filings in PSX

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$46,234,547	253,785	-38.2%	Shares	Defined	2026-05-12
2025-12-31	$52,974,658	410,529	-1.0%	Shares	Defined	2026-02-13
2025-09-30	$56,378,654	414,488	-6.8%	Shares	Defined	2025-11-12
2025-06-30	$53,034,334	444,546	-0.7%	Shares	Defined	2025-08-14
2025-03-31	$55,255,445	447,485	+20.6%	Shares	Defined	2025-05-14
2024-12-31	$42,277,824	371,086	-5.5%	Shares	Defined	2025-02-13
2024-09-30	$51,606,216	392,592	-7.0%	Shares	Defined	2024-11-14
2024-06-30	$59,597,031	422,165	-1.1%	Shares	Defined	2024-08-13
2024-03-31	$69,749,607	427,021	-4.2%	Shares	Defined	2024-05-14
2023-12-31	$59,355,007	445,809	-1.3%	Shares	Defined	2024-02-12
2023-09-30	$54,245,679	451,483	+2.2%	Shares	Defined	2023-11-13
2023-06-30	$42,126,767	441,673	+2.4%	Shares	Defined	2023-08-14
2023-03-31	$43,707,955	431,130	-1.9%	Shares	Defined	2023-05-12
2022-12-31	$45,761,684	439,678	+1.8%	Shares	Defined	2023-02-13
2022-09-30	$34,868,776	431,972	-1.7%	Shares	Defined	2022-11-14
2022-06-30	$36,024,846	439,381	+4.6%	Shares	Defined	2022-08-15
2022-03-31	$36,298,311	420,168	-2.4%	Shares	Defined	2022-05-13
2021-12-31	$31,205,041	430,652	+9.5%	Shares	Defined	2022-02-14
2021-09-30	$27,548,258	393,378	+13.0%	Shares	Defined	2021-11-15
2021-06-30	$29,884,751	348,226	+11.6%	Shares	Defined	2021-08-13
2021-03-31	$25,448,059	312,093	-8.6%	Shares	Defined	2021-05-14
2020-12-31	$23,881,079	341,451	+22.1%	Shares	Defined	2021-02-12
2020-09-30	$14,496,379	279,637	+9.3%	Shares	Defined	2020-11-16
2020-06-30	$18,391,225	255,789	-2.0%	Shares	Defined	2020-08-14
2020-03-31	$13,997,980	260,913	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.