Franklin, Parlapiano, Turner & Welch, LLC

Position in PSX — Phillips 66

CIK 1707856 HOUSTON, TX

Position in PSX

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$4,083,402

-$317,155 QoQ

Shares Held

24,155

0.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

2.29%

of 13F equity value

Holder Rank

#471

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Franklin, Parlapiano, Turner & Welch, LLC holds $4,083,402 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	24,155	$4,083,402

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,083,402	24,155	0.0%	Shares	Sole	2026-07-09
2026-03-31	$4,400,557	24,155	+1.7%	Shares	Sole	2026-04-24
2025-12-31	$3,063,796	23,743	-27.0%	Shares	Sole	2026-01-22
2025-09-30	$4,422,962	32,517	0.0%	Shares	Sole	2025-10-23
2025-06-30	$3,879,278	32,517	0.0%	Shares	Sole	2025-07-25
2025-03-31	$4,015,199	32,517	+3.9%	Shares	Sole	2025-04-25
2024-12-31	$3,566,920	31,308	-1.1%	Shares	Sole	2025-01-23
2024-09-30	$4,161,312	31,657	0.0%	Shares	Sole	2024-10-22
2024-06-30	$4,469,018	31,657	0.0%	Shares	Sole	2024-07-31
2024-03-31	$5,170,854	31,657	+3.9%	Shares	Sole	2024-05-02
2023-12-31	$4,058,506	30,483	-0.6%	Shares	Sole	2024-01-26
2023-09-30	$3,682,957	30,653	-4.7%	Shares	Sole	2023-10-31
2023-06-30	$3,066,753	32,153	0.0%	Shares	Sole	2023-07-21
2023-03-31	$3,259,671	32,153	+6.4%	Shares	Sole	2023-05-02
2022-12-31	$3,145,713	30,224	0.0%	Shares	Sole	2023-01-31
2022-09-30	$2,439,681	30,224	-0.3%	Shares	Sole	2022-11-03
2022-06-30	$2,485,280	30,312	-0.1%	Shares	Sole	2022-07-20
2022-03-31	$2,622,109	30,352	+9.6%	Shares	Sole	2022-05-02
2021-12-31	$2,005,837	27,682	+1.4%	Shares	Sole	2022-01-21
2021-09-30	$1,911,889	27,301	0.0%	Shares	Sole	2021-10-21
2021-06-30	$2,342,971	27,301	+10.2%	Shares	Sole	2021-07-30
2021-03-31	$2,019,908	24,772	+10.8%	Shares	Sole	2021-05-05
2020-12-31	$1,563,928	22,361	+16.8%	Shares	Sole	2021-01-22
2020-09-30	$992,217	19,140	0.0%	Shares	Sole	2020-10-30
2020-06-30	$1,376,166	19,140	+3.5%	Shares	Sole	2020-07-21
2020-03-31	$991,988	18,490	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.