Rossmore Private Capital

Position in PSX — Phillips 66

CIK 1733082 GLASTONBURY, CT

Position in PSX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$563,274

-$43,749 QoQ

Shares Held

3,332

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,127

of 2,093 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Energy · as of Jun 30, 2026

Rossmore Private Capital holds $1,397,658 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (40.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	3,332	$563,274
2	MPC	Marathon Petroleum Corp	2,143	$547,900
3	VLO	Valero Energy Corp/Tx	1,100	$286,484

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$563,274	3,332	0.0%	Shares	Sole	2026-07-31
2026-03-31	$607,023	3,332	0.0%	Shares	Sole	2026-05-01
2025-12-31	$429,961	3,332	+4.4%	Shares	Sole	2026-02-05
2025-09-30	$434,175	3,192	0.0%	Shares	Sole	2025-10-30
2025-06-30	$380,805	3,192	-0.1%	Shares	Sole	2025-08-07
2025-03-31	$394,395	3,194	-0.3%	Shares	Sole	2025-05-13
2024-12-31	$365,031	3,204	0.0%	Shares	Sole	2025-02-13
2024-09-30	$421,165	3,204	0.0%	Shares	Sole	2024-11-05
2024-06-30	$452,308	3,204	-1.5%	Shares	Sole	2024-08-12
2024-03-31	$531,181	3,252	+1.5%	Shares	Sole	2024-05-13
2023-12-31	$426,580	3,204	0.0%	Shares	Sole	2024-02-07
2023-09-30	$384,960	3,204	0.0%	Shares	Sole	2023-11-13
2023-06-30	$305,597	3,204	+4.6%	Shares	Sole	2023-08-14
2023-03-31	$310,628	3,064	0.0%	Shares	Sole	2023-05-02
2022-12-31	$318,901	3,064	+4.8%	Shares	Sole	2023-02-14
2022-09-30	$236,025	2,924	+1.6%	Shares	Sole	2022-11-08
2022-06-30	$236,049	2,879	+2.8%	Shares	Sole	2022-08-11
2022-03-31	$241,978	2,801	0.0%	Shares	Sole	2022-05-09
2021-12-31	$202,960	2,801	0.0%	Shares	Sole	2022-02-07
2021-06-30	$240,381	2,801	+3.5%	Shares	Sole	2021-08-13
2021-03-31	$220,565	2,705	-43.0%	Shares	Sole	2021-05-10
2020-06-30	$341,453	4,749	-3.2%	Shares	Sole	2020-08-05
2020-03-31	$263,314	4,908	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.