MATHER GROUP, LLC.

Position in PSX — Phillips 66

CIK 1527641 CHICAGO, IL

Position in PSX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,136,354

+$260,797 QoQ

Shares Held

6,722

+39.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#833

of 2,093 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

MATHER GROUP, LLC. holds $3,713,029 across 5 Oil & Gas Refining & Marketing names. PSX ranks #2 (30.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	6,863	$1,754,663
2	PSX	Phillips 66 This page	6,722	$1,136,354
3	VLO	Valero Energy Corp/Tx	3,137	$817,000
4	DINO	HF Sinclair Corp	71	$4,945
5	SUN	Sunoco LP	1	$67

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,136,354	6,722	+39.9%	Shares	Sole	2026-07-27
2026-03-31	$875,557	4,806	-9.9%	Shares	Sole	2026-04-13
2025-12-31	$688,428	5,335	-22.8%	Shares	Sole	2026-01-13
2025-09-30	$940,034	6,911	-0.9%	Shares	Sole	2025-10-21
2025-06-30	$832,236	6,976	+11.8%	Shares	Sole	2025-07-15
2025-03-31	$770,762	6,242	-28.8%	Shares	Sole	2025-04-25
2024-12-31	$999,507	8,773	-0.5%	Shares	Sole	2025-01-27
2024-09-30	$1,158,600	8,814	-61.7%	Shares	Sole	2024-10-07
2024-06-30	$3,246,204	22,995	+143.5%	Shares	Sole	2024-07-09
2024-03-31	$1,542,582	9,444	-38.0%	Shares	Sole	2024-04-09
2023-12-31	$2,027,855	15,231	-13.9%	Shares	Sole	2024-02-05
2023-09-30	$2,125,453	17,690	-6.4%	Shares	Sole	2023-11-13
2023-06-30	$1,802,586	18,899	+1.5%	Shares	Sole	2023-08-08
2023-03-31	$1,887,594	18,619	-5.7%	Shares	Sole	2023-05-09
2022-12-31	$2,054,747	19,742	-8.8%	Shares	Sole	2023-03-10
2022-09-30	$1,746,942	21,642	+10.2%	Shares	Sole	2022-11-15
2022-06-30	$1,610,201	19,639	+43.7%	Shares	Sole	2022-08-16
2022-03-31	$1,180,260	13,662	+3.7%	Shares	Sole	2022-05-13
2021-12-31	$954,732	13,176	-3.6%	Shares	Sole	2022-02-15
2021-09-30	$957,240	13,669	+129.4%	Shares	Sole	2021-11-04
2021-06-30	$511,315	5,958	+1.1%	Shares	Sole	2021-08-13
2021-03-31	$480,678	5,895	-1.1%	Shares	Sole	2021-05-14
2020-12-31	$416,912	5,961	-9.8%	Shares	Sole	2021-02-12
2020-09-30	$342,506	6,607	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.