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Equibles

MARTINGALE ASSET MANAGEMENT L P

Position in PSX — Phillips 66

CIK 936944 BOSTON, MA
Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$22,531,491
+$8,007,920 QoQ
Shares Held
133,283
+67.2% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#178
of 2,103 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority Sole 76% Shared 0% None 24%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

MARTINGALE ASSET MANAGEMENT L P holds $112,167,818 across 9 Oil & Gas Refining & Marketing names. PSX ranks #3 (20.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VLO
Valero Energy Corp/Tx
 119,405 $31,097,838
2 MPC
Marathon Petroleum Corp
 112,067 $28,652,169
3 PSX
Phillips 66
This page 		133,283 $22,531,491
4 DINO
HF Sinclair Corp
 171,893 $11,972,347
5 WKC
World Kinect Corp
 158,156 $5,209,658
6 PBF
PBF Energy Inc.
 88,552 $4,030,887
7 DK
Delek US Holdings, Inc.
 75,842 $3,853,532
8 PARR
Par Pacific Holdings, Inc.
 64,455 $3,614,636

All Filings in PSX

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $22,531,491 133,283
2026-03-31 $14,523,571 79,721
2025-12-31 $699,783 5,423
2025-09-30 $585,294 4,303
2025-06-30 $763,520 6,400
2025-03-31 $1,248,382 10,110
2024-12-31 $1,191,707 10,460
2024-09-30 $10,063,023 76,554
2024-06-30 $10,877,713 77,054
2024-03-31 $18,054,623 110,534
2023-12-31 $15,887,729 119,331
2023-09-30 $1,435,912 11,951
2023-06-30 $1,088,476 11,412
2023-03-31 $1,162,423 11,466
2022-12-31 $1,215,550 11,679
2022-09-30 $974,290 12,070
2022-06-30 $924,437 11,275
2022-03-31 $818,977 9,480
2020-09-30 $322,600 6,223
2020-06-30 $3,684,946 51,251
2020-03-31 $2,826,335 52,681