Bollard Group LLC

Position in PSX — Phillips 66

CIK 1556218 BOSTON, MA

Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$18,574,368

-$1,332,440 QoQ

Shares Held

109,875

+0.6% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#202

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 55% None 45%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Bollard Group LLC holds $38,469,208 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (48.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	73,567	$19,159,789
2	PSX	Phillips 66 This page	109,875	$18,574,368
3	MPC	Marathon Petroleum Corp	2,875	$735,051

All Filings in PSX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,574,368	109,875	+0.6%	Shares	Defined	2026-08-12
2026-03-31	$19,906,808	109,270	-0.4%	Shares	Defined	2026-05-14
2025-12-31	$14,153,623	109,684	-6.2%	Shares	Defined	2026-02-13
2025-09-30	$15,904,002	116,924	+4.6%	Shares	Defined	2025-11-14
2025-06-30	$13,339,887	111,818	+7.2%	Shares	Defined	2025-08-13
2025-03-31	$12,883,409	104,336	+0.8%	Shares	Defined	2025-05-15
2024-12-31	$11,788,564	103,472	-0.7%	Shares	Defined	2025-02-14
2024-09-30	$13,696,169	104,193	+1.3%	Shares	Defined	2024-11-13
2024-06-30	$14,520,605	102,859	+5.1%	Shares	Defined	2024-08-14
2024-03-31	$15,979,388	97,829	+1.5%	Shares	Defined	2024-05-13
2023-12-31	$12,832,299	96,382	+0.8%	Shares	Defined	2024-02-13
2023-09-30	$11,492,948	95,655	+0.8%	Shares	Defined	2023-11-14
2023-06-30	$9,049,940	94,883	+1.0%	Shares	Defined	2023-08-14
2023-03-31	$9,522,623	93,930	+0.9%	Shares	Defined	2023-05-12
2022-12-31	$9,689,223	93,094	-1.9%	Shares	Defined	2023-02-10
2022-09-30	$7,662,830	94,931	+1.0%	Shares	Defined	2022-11-09
2022-06-30	$7,709,027	94,024	-6.3%	Shares	Defined	2022-08-12
2022-03-31	$8,666,731	100,321	+12.2%	Shares	Defined	2022-05-12
2021-12-31	$6,477,054	89,388	+1.2%	Shares	Defined	2022-02-11
2021-09-30	$6,186,170	88,336	+2.5%	Shares	Defined	2021-11-12
2021-06-30	$7,393,221	86,148	+65.1%	Shares	Defined	2021-08-12
2021-03-31	$4,254,431	52,176	+0.0%	Shares	Defined	2021-05-11
2020-12-31	$3,648,490	52,166	-21.4%	Shares	Defined	2021-02-04
2020-09-30	$3,440,931	66,376	+0.6%	Shares	Defined	2020-11-12
2020-06-30	$4,742,595	65,961	-21.4%	Shares	Defined	2020-08-13
2020-03-31	$4,500,215	83,881	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.