PINNACLE ASSOCIATES LTD

Position in PSX — Phillips 66

CIK 743127 NEW YORK, NY

Position in PSX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$5,582,031

-$505,149 QoQ

Shares Held

33,020

-1.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#407

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Energy · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $38,448,641 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	86,496	$22,527,018
2	MPC	Marathon Petroleum Corp	35,291	$9,022,849
3	PSX	Phillips 66 This page	33,020	$5,582,031
4	WKC	World Kinect Corp	39,974	$1,316,743

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,582,031	33,020	-1.2%	Shares	Sole	2026-08-03
2026-03-31	$6,087,180	33,413	-5.3%	Shares	Sole	2026-04-22
2025-12-31	$4,552,402	35,279	+9.0%	Shares	Sole	2026-02-05
2025-09-30	$4,402,559	32,367	+0.0%	Shares	Sole	2025-11-13
2025-06-30	$3,860,070	32,356	-1.8%	Shares	Sole	2025-08-04
2025-03-31	$4,068,419	32,948	-0.6%	Shares	Sole	2025-05-06
2024-12-31	$3,775,981	33,143	-5.2%	Shares	Sole	2025-02-14
2024-09-30	$4,595,623	34,961	+0.9%	Shares	Sole	2024-10-25
2024-06-30	$4,892,246	34,655	+1.4%	Shares	Sole	2024-07-30
2024-03-31	$5,582,471	34,177	-2.2%	Shares	Sole	2024-04-26
2023-12-31	$4,654,707	34,961	-0.2%	Shares	Sole	2024-01-19
2023-09-30	$4,208,253	35,025	+0.2%	Shares	Sole	2023-10-24
2023-06-30	$3,332,767	34,942	+0.3%	Shares	Sole	2023-07-27
2023-03-31	$3,531,470	34,834	-1.3%	Shares	Sole	2023-05-05
2022-12-31	$3,672,670	35,287	+0.7%	Shares	Sole	2023-02-01
2022-09-30	$2,828,832	35,045	-0.1%	Shares	Sole	2022-11-01
2022-06-30	$2,875,061	35,066	-8.7%	Shares	Sole	2022-08-02
2022-03-31	$3,318,931	38,418	-4.2%	Shares	Sole	2022-05-05
2021-12-31	$2,904,559	40,085	+5.6%	Shares	Sole	2022-02-02
2021-09-30	$2,658,688	37,965	-0.2%	Shares	Sole	2021-10-19
2021-06-30	$3,266,137	38,058	-0.8%	Shares	Sole	2021-08-02
2021-03-31	$3,129,179	38,376	+4.1%	Shares	Sole	2021-05-12
2020-12-31	$2,578,268	36,864	+4.0%	Shares	Sole	2021-01-26
2020-09-30	$1,837,728	35,450	-2.8%	Shares	Sole	2020-10-23
2020-06-30	$2,622,408	36,473	-1.1%	Shares	Sole	2020-08-14
2020-03-31	$1,977,968	36,868	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.