ROTHSCHILD INVESTMENT LLC

Position in PSX — Phillips 66

CIK 85338 CHICAGO, IL

Position in PSX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$10,697,653

+$1,559,323 QoQ

Shares Held

63,281

+26.2% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#285

of 2,091 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $20,950,092 across 10 Oil & Gas Refining & Marketing names. PSX ranks #1 (51.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	63,281	$10,697,653
2	MPC	Marathon Petroleum Corp	22,097	$5,649,539
3	VLO	Valero Energy Corp/Tx	12,702	$3,308,108
4	PBF	PBF Energy Inc.	25,290	$1,151,200
5	DINO	HF Sinclair Corp	1,416	$98,624
6	WKC	World Kinect Corp	925	$30,469
7	DK	Delek US Holdings, Inc.	156	$7,926
8	PARR	Par Pacific Holdings, Inc.	86	$4,822

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,697,653	63,281	+26.2%	Shares	Sole	2026-08-06
2026-03-31	$9,138,330	50,161	+21.2%	Shares	Sole	2026-05-07
2025-12-31	$5,339,159	41,376	+0.7%	Shares	Sole	2026-02-10
2025-09-30	$5,591,238	41,106	+5.6%	Shares	Sole	2025-11-07
2025-06-30	$4,645,899	38,943	+2.7%	Shares	Sole	2025-08-11
2025-03-31	$4,684,337	37,936	-0.6%	Shares	Sole	2025-04-08
2024-12-31	$4,346,657	38,152	+0.1%	Shares	Sole	2025-02-04
2024-09-30	$5,010,611	38,118	-1.0%	Shares	Sole	2024-10-18
2024-06-30	$5,434,056	38,493	-0.3%	Shares	Sole	2024-07-31
2024-03-31	$6,305,087	38,601	-0.1%	Shares	Sole	2024-07-31
2023-12-31	$5,143,331	38,631	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.