STEPHENS INC /AR/

Position in PSX — Phillips 66

CIK 757657 LITTLE ROCK, AR

Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,497,882

-$136,987 QoQ

Shares Held

14,776

+2.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#595

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

STEPHENS INC /AR/ holds $13,435,743 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	34,482	$8,980,492
2	PSX	Phillips 66 This page	14,776	$2,497,882
3	MPC	Marathon Petroleum Corp	6,858	$1,753,384
4	SUN	Sunoco LP	3,022	$203,985

All Filings in PSX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,497,882	14,776	+2.2%	Shares	Defined	2026-07-29
2026-03-31	$2,634,869	14,463	+1.0%	Shares	Defined	2026-04-28
2025-12-31	$1,848,368	14,324	-0.6%	Shares	Defined	2026-02-05
2025-09-30	$1,960,456	14,413	-0.2%	Shares	Defined	2025-10-27
2025-06-30	$1,723,765	14,449	-3.6%	Shares	Defined	2025-07-29
2025-03-31	$1,850,224	14,984	-0.0%	Shares	Defined	2025-05-01
2024-12-31	$1,707,468	14,987	-1.5%	Shares	Defined	2025-01-28
2024-09-30	$2,000,800	15,221	+1.5%	Shares	Defined	2024-10-28
2024-06-30	$2,115,997	14,989	+5.6%	Shares	Defined	2024-08-06
2024-03-31	$2,319,264	14,199	-2.8%	Shares	Defined	2024-05-15
2023-12-31	$1,944,909	14,608	+0.6%	Shares	Defined	2024-02-13
2023-09-30	$1,744,698	14,521	-2.3%	Shares	Defined	2023-11-14
2023-06-30	$1,417,442	14,861	+6.9%	Shares	Defined	2023-08-14
2023-03-31	$1,409,790	13,906	+10.1%	Shares	Defined	2023-05-15
2022-12-31	$1,314,842	12,633	-12.3%	Shares	Defined	2023-02-14
2022-09-30	$1,162,368	14,400	+2.0%	Shares	Defined	2022-11-02
2022-06-30	$1,157,452	14,117	-3.5%	Shares	Defined	2022-08-03
2022-03-31	$1,263,540	14,626	+24.4%	Shares	Defined	2022-05-04
2021-12-31	$851,839	11,756	+7.0%	Shares	Defined	2022-03-07
2021-09-30	$769,279	10,985	-1.2%	Shares	Defined	2021-10-27
2021-06-30	$954,060	11,117	+2.5%	Shares	Defined	2021-08-12
2021-03-31	$884,790	10,851	+3.4%	Shares	Defined	2021-05-14
2020-12-31	$733,670	10,490	-26.0%	Shares	Defined	2021-02-10
2020-09-30	$734,780	14,174	-2.7%	Shares	Defined	2020-11-13
2020-06-30	$1,046,864	14,560	-15.4%	Shares	Defined	2020-08-24
2020-03-31	$923,423	17,212	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.