Weaver C. Barksdale & Associates, Inc.

Position in PSX — Phillips 66

CIK 1294588 NASHVILLE, TN

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,006,454

-$158,755 QoQ

Shares Held

11,869

-0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.80%

of 13F equity value

Holder Rank

#651

of 2,091 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Weaver C. Barksdale & Associates, Inc. holds $3,905,315 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (51.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	11,869	$2,006,454
2	MPC	Marathon Petroleum Corp	7,427	$1,898,861

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,006,454	11,869	-0.1%	Shares	Sole	2026-08-14
2026-03-31	$2,165,209	11,885	+6.1%	Shares	Sole	2026-05-14
2025-12-31	$1,445,635	11,203	-11.1%	Shares	Sole	2026-02-13
2025-09-30	$1,714,668	12,606	-6.0%	Shares	Sole	2025-11-12
2025-06-30	$1,600,170	13,413	-0.8%	Shares	Sole	2025-08-12
2025-03-31	$1,670,313	13,527	-2.3%	Shares	Sole	2025-05-14
2024-12-31	$1,577,588	13,847	-2.4%	Shares	Sole	2025-02-12
2024-09-30	$1,865,275	14,190	-3.7%	Shares	Sole	2024-11-13
2024-06-30	$2,079,434	14,730	-9.0%	Shares	Sole	2024-08-13
2024-03-31	$2,643,331	16,183	-12.4%	Shares	Sole	2024-05-14
2023-12-31	$2,458,696	18,467	-22.5%	Shares	Sole	2024-02-13
2023-09-30	$2,863,174	23,830	+18.7%	Shares	Sole	2023-11-14
2023-06-30	$1,914,467	20,072	-5.8%	Shares	Sole	2023-08-14
2023-03-31	$2,159,799	21,304	-4.6%	Shares	Sole	2023-05-12
2022-12-31	$2,324,314	22,332	+2.6%	Shares	Sole	2023-02-14
2022-09-30	$1,756,790	21,764	-3.4%	Shares	Sole	2022-11-14
2022-06-30	$1,848,136	22,541	+6.8%	Shares	Sole	2022-08-11
2022-03-31	$1,823,606	21,109	+0.9%	Shares	Sole	2022-05-16
2021-12-31	$1,515,718	20,918	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.