WOODMONT INVESTMENT COUNSEL LLC

Position in PSX — Phillips 66

CIK 1133653 NASHVILLE, TN

Position in PSX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$593,027

-$42,416 QoQ

Shares Held

3,508

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,099

of 2,091 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

WOODMONT INVESTMENT COUNSEL LLC holds $593,027 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	3,508	$593,027

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$593,027	3,508	+0.6%	Shares	Sole	2026-07-27
2026-03-31	$635,443	3,488	0.0%	Shares	Sole	2026-05-05
2025-12-31	$450,091	3,488	0.0%	Shares	Sole	2026-01-21
2025-09-30	$474,437	3,488	+1.7%	Shares	Sole	2025-11-04
2025-06-30	$409,199	3,430	-0.6%	Shares	Sole	2025-07-22
2025-03-31	$426,006	3,450	-0.4%	Shares	Sole	2025-04-22
2024-12-31	$394,767	3,465	0.0%	Shares	Sole	2025-02-11
2024-09-30	$455,474	3,465	0.0%	Shares	Sole	2024-10-31
2024-06-30	$489,154	3,465	0.0%	Shares	Sole	2024-07-18
2024-03-31	$565,973	3,465	0.0%	Shares	Sole	2024-04-18
2023-12-31	$461,330	3,465	-14.7%	Shares	Sole	2024-01-19
2023-09-30	$488,049	4,062	-7.9%	Shares	Sole	2023-10-24
2023-06-30	$420,816	4,412	-0.2%	Shares	Sole	2023-08-02
2023-03-31	$448,200	4,421	+0.2%	Shares	Sole	2023-05-09
2022-12-31	$459,200	4,412	-4.5%	Shares	Sole	2023-01-31
2022-09-30	$373,087	4,622	+4.8%	Shares	Sole	2022-11-08
2022-06-30	$361,739	4,412	0.0%	Shares	Sole	2022-08-09
2022-03-31	$381,152	4,412	+88.8%	Shares	Sole	2022-05-12
2021-06-30	$200,561	2,337	-35.7%	Shares	Sole	2021-08-16
2020-12-31	$254,371	3,637	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.