Welch Group, LLC

Position in PSX — Phillips 66

CIK 1443095 BIRMINGHAM, AL

Position in PSX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$527,097

-$80,837 QoQ

Shares Held

3,118

-6.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,154

of 2,091 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Welch Group, LLC holds $1,080,366 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (48.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MPC	Marathon Petroleum Corp	2,164	$553,269
2	PSX	Phillips 66 This page	3,118	$527,097

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$527,097	3,118	-6.6%	Shares	Sole	2026-07-23
2026-03-31	$607,934	3,337	0.0%	Shares	Sole	2026-04-21
2025-12-31	$430,606	3,337	+0.8%	Shares	Sole	2026-01-26
2025-09-30	$450,362	3,311	0.0%	Shares	Sole	2025-10-14
2025-06-30	$395,002	3,311	-5.6%	Shares	Sole	2025-07-25
2025-03-31	$432,920	3,506	+0.3%	Shares	Sole	2025-04-08
2024-12-31	$398,071	3,494	-4.2%	Shares	Sole	2025-01-27
2024-09-30	$479,398	3,647	-7.9%	Shares	Sole	2024-10-24
2024-06-30	$559,174	3,961	+0.3%	Shares	Sole	2024-07-17
2024-03-31	$645,029	3,949	-3.6%	Shares	Sole	2024-04-09
2023-12-31	$545,474	4,097	+8.7%	Shares	Sole	2024-01-23
2023-09-30	$452,965	3,770	+0.4%	Shares	Sole	2023-10-18
2023-06-30	$358,247	3,756	+0.4%	Shares	Sole	2023-07-18
2023-03-31	$379,161	3,740	+0.4%	Shares	Sole	2023-04-13
2022-12-31	$387,698	3,725	+0.6%	Shares	Sole	2023-01-30
2022-09-30	$298,744	3,701	+0.4%	Shares	Sole	2022-10-13
2022-06-30	$302,133	3,685	+0.4%	Shares	Sole	2022-07-21
2022-03-31	$317,137	3,671	+10.3%	Shares	Sole	2022-04-29
2021-12-31	$241,146	3,328	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.