Wellington Shields Capital Management, LLC

Position in PSX — Phillips 66

CIK 1506071 NEW YORK, NY

Position in PSX

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

Position Value

$218,412

-$16,964 QoQ

Shares Held

1,292

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,668

of 2,091 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Wellington Shields Capital Management, LLC holds $218,412 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	1,292	$218,412

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$218,412	1,292	0.0%	Shares	Sole	2026-08-10
2026-03-31	$235,376	1,292	0.0%	Shares	Sole	2026-05-04
2025-12-31	$166,719	1,292	0.0%	Shares	Sole	2026-02-09
2025-09-30	$175,737	1,292	0.0%	Shares	Sole	2025-11-05
2025-06-30	$154,135	1,292	0.0%	Shares	Sole	2025-08-05
2025-03-31	$159,536	1,292	0.0%	Shares	Sole	2025-05-08
2024-12-31	$147,197	1,292	0.0%	Shares	Sole	2025-02-10
2024-09-30	$169,833	1,292	0.0%	Shares	Sole	2024-11-13
2024-06-30	$182,391	1,292	-31.7%	Shares	Sole	2024-08-05
2024-03-31	$309,039	1,892	0.0%	Shares	Sole	2024-05-03
2023-12-31	$251,900	1,892	0.0%	Shares	Sole	2024-02-09
2023-09-30	$227,323	1,892	0.0%	Shares	Sole	2023-11-14
2023-06-30	$180,458	1,892	0.0%	Shares	Sole	2023-08-11
2023-03-31	$191,810	1,892	0.0%	Shares	Sole	2023-05-11
2022-12-31	$196,919	1,892	0.0%	Shares	Sole	2023-02-15
2022-09-30	$152,722	1,892	0.0%	Shares	Sole	2022-11-14
2022-06-30	$155,125	1,892	0.0%	Shares	Sole	2022-08-12
2022-03-31	$163,449	1,892	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.