Ipswich Investment Management Co., Inc.

Position in PSX — Phillips 66

CIK 1463753 BEVERLY, MA

Position in PSX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$422,625

-$32,825 QoQ

Shares Held

2,500

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,266

of 2,093 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Ipswich Investment Management Co., Inc. holds $991,757 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (42.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	2,500	$422,625
2	MPC	Marathon Petroleum Corp	1,350	$345,154
3	VLO	Valero Energy Corp/Tx	860	$223,978

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$422,625	2,500	0.0%	Shares	Sole	2026-07-16
2026-03-31	$455,450	2,500	+4.2%	Shares	Sole	2026-04-10
2025-12-31	$309,696	2,400	0.0%	Shares	Sole	2026-01-16
2025-09-30	$326,448	2,400	0.0%	Shares	Sole	2025-10-08
2025-06-30	$286,320	2,400	0.0%	Shares	Sole	2025-07-16
2025-03-31	$296,352	2,400	0.0%	Shares	Sole	2025-04-16
2024-12-31	$273,432	2,400	0.0%	Shares	Sole	2025-02-03
2024-09-30	$315,480	2,400	0.0%	Shares	Sole	2024-11-06
2024-06-30	$338,808	2,400	0.0%	Shares	Sole	2024-07-16
2024-03-31	$392,016	2,400	0.0%	Shares	Sole	2024-04-19
2023-12-31	$319,536	2,400	0.0%	Shares	Sole	2024-01-31
2023-09-30	$288,360	2,400	0.0%	Shares	Sole	2023-11-08
2023-06-30	$228,912	2,400	0.0%	Shares	Sole	2023-07-27
2023-03-31	$243,312	2,400	0.0%	Shares	Sole	2023-04-24
2022-12-31	$249,792	2,400	0.0%	Shares	Sole	2023-02-01
2022-03-31	$207,336	2,400	-11.1%	Shares	Sole	2022-04-25
2021-06-30	$231,714	2,700	0.0%	Shares	Sole	2021-08-05
2021-03-31	$220,158	2,700	-7.8%	Shares	Sole	2021-04-09
2020-12-31	$204,924	2,930	-10.7%	Shares	Sole	2021-02-05
2020-06-30	$235,832	3,280	—	Shares	Sole	2020-07-09
No filing history on record for this holder in this stock.