Johnson Financial Group, Inc.

Position in PSX — Phillips 66

CIK 1477024 RACINE, WI

Position in PSX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$72,015

-$12,698 QoQ

Shares Held

426

-8.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,845

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Johnson Financial Group, Inc. holds $2,926,072 across 5 Oil & Gas Refining & Marketing names. PSX ranks #5 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	9,760	$2,541,894
2	MPC	Marathon Petroleum Corp	550	$140,618
3	DINO	HF Sinclair Corp	1,300	$90,545
4	SUN	Sunoco LP	1,200	$81,000
5	PSX	Phillips 66 This page	426	$72,015

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,015	426	-8.4%	Shares	Defined	2026-08-10
2026-03-31	$84,713	465	-31.5%	Shares	Defined	2026-05-07
2025-12-31	$87,617	679	+11.9%	Shares	Defined	2026-02-12
2025-09-30	$82,563	607	-29.4%	Shares	Defined	2025-11-13
2025-06-30	$102,598	860	-44.2%	Shares	Defined	2025-08-13
2025-03-31	$190,281	1,541	-48.3%	Shares	Defined	2025-05-15
2024-12-31	$339,511	2,980	-49.0%	Shares	Defined	2025-02-14
2024-09-30	$767,536	5,839	-1.7%	Shares	Defined	2024-11-13
2024-06-30	$838,126	5,937	+26.5%	Shares	Defined	2024-08-14
2024-03-31	$766,390	4,692	-26.2%	Shares	Defined	2024-05-14
2023-12-31	$846,237	6,356	+5.9%	Shares	Defined	2024-02-09
2023-09-30	$721,139	6,002	+0.6%	Shares	Defined	2023-11-14
2023-06-30	$569,323	5,969	+2.2%	Shares	Defined	2023-08-14
2023-03-31	$592,261	5,842	+785.2%	Shares	Defined	2023-05-12
2022-12-31	$68,692	660	-10.9%	Shares	Defined	2023-02-13
2022-09-30	$59,812	741	-41.1%	Shares	Defined	2022-11-14
2022-06-30	$103,060	1,257	0.0%	Shares	Defined	2022-08-15
2022-03-31	$108,592	1,257	-21.0%	Shares	Defined	2022-05-16
2021-12-31	$115,355	1,592	-12.5%	Shares	Defined	2022-02-14
2021-09-30	$127,454	1,820	-12.1%	Shares	Defined	2021-11-12
2021-06-30	$177,646	2,070	-73.2%	Shares	Defined	2021-08-13
2021-03-31	$630,303	7,730	-12.4%	Shares	Defined	2021-05-14
2020-12-31	$616,940	8,821	-9.4%	Shares	Defined	2021-02-12
2020-09-30	$504,558	9,733	+34.6%	Shares	Defined	2020-11-12
2020-06-30	$519,764	7,229	-65.6%	Shares	Defined	2020-08-11
2020-03-31	$1,129,009	21,044	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.