Welch & Forbes LLC

Position in PSX — Phillips 66

CIK 105495 Boston, MA

Position in PSX

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

Position Value

$1,205,495

-$16,386 QoQ

Shares Held

7,131

+6.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#813

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Energy · as of Jun 30, 2026

Welch & Forbes LLC holds $10,186,658 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	23,635	$6,155,499
2	MPC	Marathon Petroleum Corp	11,052	$2,825,664
3	PSX	Phillips 66 This page	7,131	$1,205,495

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,205,495	7,131	+6.3%	Shares	Sole	2026-07-30
2026-03-31	$1,221,881	6,707	-3.4%	Shares	Sole	2026-05-01
2025-12-31	$896,311	6,946	-2.5%	Shares	Sole	2026-02-10
2025-09-30	$968,870	7,123	+1.1%	Shares	Sole	2025-11-04
2025-06-30	$840,707	7,047	+3.7%	Shares	Sole	2025-08-05
2025-03-31	$839,293	6,797	+0.2%	Shares	Sole	2025-05-02
2024-12-31	$773,128	6,786	+1.1%	Shares	Sole	2025-02-07
2024-09-30	$882,160	6,711	+2.5%	Shares	Sole	2024-11-04
2024-06-30	$924,663	6,550	-2.2%	Shares	Sole	2024-08-02
2024-03-31	$1,094,378	6,700	+1.1%	Shares	Sole	2024-05-03
2023-12-31	$882,052	6,625	-49.3%	Shares	Sole	2024-02-06
2023-09-30	$1,570,841	13,074	+0.2%	Shares	Sole	2023-11-03
2023-06-30	$1,244,613	13,049	-0.5%	Shares	Sole	2023-07-28
2023-03-31	$1,330,206	13,121	-0.2%	Shares	Sole	2023-04-14
2022-12-31	$1,368,547	13,149	+2.5%	Shares	Sole	2023-02-02
2022-09-30	$1,035,718	12,831	0.0%	Shares	Sole	2022-10-31
2022-06-30	$1,052,013	12,831	+0.7%	Shares	Sole	2022-07-22
2022-03-31	$1,101,126	12,746	0.0%	Shares	Sole	2022-04-25
2021-12-31	$923,575	12,746	+75.8%	Shares	Sole	2022-01-19
2021-09-30	$507,647	7,249	+2.9%	Shares	Sole	2021-10-13
2021-06-30	$604,687	7,046	+5.3%	Shares	Sole	2021-07-22
2021-03-31	$545,747	6,693	-9.7%	Shares	Sole	2021-04-14
2020-12-31	$518,605	7,415	0.0%	Shares	Sole	2021-01-20
2020-09-30	$384,393	7,415	-0.2%	Shares	Sole	2020-10-23
2020-06-30	$534,217	7,430	-26.5%	Shares	Sole	2020-07-15
2020-03-31	$542,133	10,105	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.