BAR HARBOR WEALTH MANAGEMENT

Position in PSX — Phillips 66

CIK 1035463 CONCORD, NH

Position in PSX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$914,391

+$106,241 QoQ

Shares Held

5,409

+21.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#916

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Energy · as of Jun 30, 2026

BAR HARBOR WEALTH MANAGEMENT holds $5,237,893 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	13,533	$3,524,534
2	PSX	Phillips 66 This page	5,409	$914,391
3	MPC	Marathon Petroleum Corp	3,125	$798,968

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$914,391	5,409	+21.9%	Shares	Defined	2026-07-15
2026-03-31	$808,150	4,436	-0.2%	Shares	Defined	2026-04-17
2025-12-31	$573,582	4,445	-3.6%	Shares	Defined	2026-01-22
2025-09-30	$627,324	4,612	-2.7%	Shares	Defined	2025-10-15
2025-06-30	$565,243	4,738	-0.8%	Shares	Defined	2025-07-23
2025-03-31	$589,493	4,774	-5.2%	Shares	Defined	2025-04-16
2024-12-31	$573,979	5,038	0.0%	Shares	Defined	2025-01-13
2024-09-30	$662,245	5,038	0.0%	Shares	Defined	2024-10-16
2024-06-30	$711,214	5,038	-0.3%	Shares	Defined	2024-07-17
2024-03-31	$825,030	5,051	0.0%	Shares	Defined	2024-04-24
2023-12-31	$672,490	5,051	-1.1%	Shares	Defined	2024-01-17
2023-09-30	$613,485	5,106	-8.0%	Shares	Defined	2023-11-28
2023-06-30	$529,454	5,551	-0.6%	Shares	Defined	2023-08-09
2023-03-31	$566,410	5,587	-6.6%	Shares	Defined	2023-04-24
2022-12-31	$622,918	5,985	-9.1%	Shares	Defined	2023-06-09
2022-09-30	$531,218	6,581	-2.2%	Shares	Defined	2022-10-24
2022-06-30	$551,956	6,732	-19.1%	Shares	Defined	2022-08-12
2022-03-31	$718,592	8,318	-50.5%	Shares	Defined	2022-04-14
2021-12-31	$1,216,530	16,789	-17.2%	Shares	Defined	2022-01-28
2021-09-30	$1,419,438	20,269	+0.5%	Shares	Defined	2021-11-15
2021-06-30	$1,731,161	20,172	+2.2%	Shares	Defined	2021-08-11
2021-03-31	$1,608,865	19,731	-6.0%	Shares	Defined	2021-05-06
2020-12-31	$1,468,040	20,990	+0.8%	Shares	Defined	2021-02-09
2020-09-30	$1,079,308	20,820	-8.9%	Shares	Defined	2020-11-02
2020-06-30	$1,643,705	22,861	+7.1%	Shares	Defined	2020-08-04
2020-03-31	$1,144,891	21,340	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.