MORGAN STANLEY

Position in PSX — Phillips 66

CIK 895421 NEW YORK, NY

Back to PSX Full portfolio

Position in PSX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,293,501,492

+$417,136,147 QoQ

Shares Held

7,100,129

+4.5% QoQ

Ownership

1.77%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 58.11257795456955.ToString("F0")% Shared 0.ToString("F0")% None 41.88742204543045.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

MORGAN STANLEY holds $5,121,850,455 across 19 Oil & Gas Refining & Marketing names. PSX ranks #3 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	7,256,704	$1,792,986,416
2	MPC	Marathon Petroleum Corp	6,073,543	$1,483,037,723
3	PSX	Phillips 66 This page	7,100,129	$1,293,501,492
4	DINO	HF Sinclair Corp	2,372,785	$148,038,047
5	PBF	PBF Energy Inc.	1,537,527	$73,217,030
6	SUN	Sunoco LP	1,111,826	$72,235,332
7	DK	Delek US Holdings, Inc.	1,426,849	$64,308,081
8	PARR	Par Pacific Holdings, Inc.	913,298	$57,208,982

All Filings in PSX

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.