13F

Position

Stack Financial Management, Inc in Phillips 66

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $11.5M$129.04$182.18

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025217.5K$28.1M2.1%
Q1 2026217.3K$39.6M$182.18$11.5M−$24.3K2.9%