MORGAN STANLEY

Position in PSX — Phillips 66

CIK 895421 NEW YORK, NY

Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,218,274,366

-$75,227,126 QoQ

Shares Held

7,206,592

+1.5% QoQ

Ownership

1.81%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 58% Shared 0% None 42%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

MORGAN STANLEY holds $5,451,601,783 across 18 Oil & Gas Refining & Marketing names. PSX ranks #3 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	8,039,331	$2,093,763,358
2	MPC	Marathon Petroleum Corp	5,887,382	$1,505,226,949
3	PSX	Phillips 66 This page	7,206,592	$1,218,274,366
4	SUN	Sunoco LP	2,559,034	$172,734,794
5	DINO	HF Sinclair Corp	2,298,249	$160,073,036
6	DK	Delek US Holdings, Inc.	1,134,907	$57,664,618
7	PBF	PBF Energy Inc.	986,471	$44,904,156
8	PARR	Par Pacific Holdings, Inc.	720,138	$40,385,336

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	$1,218,274,366	7,206,592	+1.5%	Shares	Defined	2026-08-13
2026-03-31	$1,293,501,492	7,100,129	+4.5%	Shares	Defined	2026-05-15
2025-12-31	$876,365,345	6,791,424	-1.7%	Shares	Defined	2026-05-27
2025-09-30	$939,506,861	6,907,123	+0.6%	Shares	Defined	2026-05-27
2025-06-30	$819,302,286	6,867,580	+1.8%	Shares	Defined	2025-08-15
2025-03-31	$832,915,935	6,745,351	+1.0%	Shares	Defined	2025-05-15
2024-12-31	$760,615,812	6,676,168	-1.7%	Shares	Defined	2025-05-15
2024-09-30	$892,626,726	6,790,618	+0.5%	Shares	Defined	2025-05-14
2024-06-30	$953,423,774	6,753,728	-0.6%	Shares	Defined	2025-05-14
2024-03-31	$1,110,132,133	6,796,450	-3.4%	Shares	Defined	2024-10-17
2023-12-31	$937,209,599	7,039,279	+4.0%	Shares	Defined	2024-08-16
2023-09-30	$813,290,536	6,768,960	+2.1%	Shares	Defined	2023-11-15
2023-06-30	$632,399,341	6,630,314	-2.5%	Shares	Defined	2023-08-14
2023-03-31	$689,740,750	6,803,519	-2.3%	Shares	Defined	2023-05-15
2022-12-31	$724,565,922	6,961,625	+16.2%	Shares	Defined	2023-02-14
2022-09-30	$483,800,964	5,993,570	+1.9%	Shares	Defined	2022-11-14
2022-06-30	$482,462,688	5,884,409	+35.0%	Shares	Defined	2022-10-27
2022-03-31	$376,660,050	4,359,996	+12.5%	Shares	Defined	2022-10-27
2021-12-31	$280,837,782	3,875,763	-0.1%	Shares	Defined	2022-02-14
2021-09-30	$271,570,384	3,877,915	+13.0%	Shares	Defined	2021-11-15
2021-06-30	$294,525,996	3,431,904	-21.8%	Shares	Defined	2021-08-23
2021-03-31	$357,970,868	4,390,126	-4.6%	Shares	Defined	2021-05-17
2020-12-31	$321,902,554	4,602,553	+13.2%	Shares	Defined	2021-02-16
2020-09-30	$210,759,920	4,065,585	+25.5%	Shares	Defined	2020-11-13
2020-06-30	$232,995,899	3,240,555	+23.8%	Shares	Defined	2020-08-14
2020-03-31	$140,462,671	2,618,130	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.