Choate Investment Advisors

Position in PSX — Phillips 66

CIK 1399794 BOSTON, MA

Position in PSX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$269,127

-$21,814 QoQ

Shares Held

1,592

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,548

of 2,093 holders

Holding Since

Sep 2023

6 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Energy · as of Jun 30, 2026

Choate Investment Advisors holds $4,290,948 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	12,863	$3,288,683
2	VLO	Valero Energy Corp/Tx	2,815	$733,138
3	PSX	Phillips 66 This page	1,592	$269,127

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,127	1,592	-0.3%	Shares	Sole	2026-08-11
2026-03-31	$290,941	1,597	-19.9%	Shares	Sole	2026-05-13
2024-06-30	$281,492	1,994	-0.4%	Shares	Sole	2024-08-08
2024-03-31	$327,170	2,003	-22.2%	Shares	Sole	2024-05-07
2023-12-31	$342,569	2,573	+25.4%	Shares	Sole	2024-02-14
2023-09-30	$246,547	2,052	—	Shares	Sole	2023-10-30
No filing history on record for this holder in this stock.