West Branch Capital LLC

Position in PSX — Phillips 66

CIK 1738723 AMHERST, MA

Position in PSX

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

Position Value

$15,552

-$1,208 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,987

of 2,093 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

West Branch Capital LLC holds $37,168 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (41.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VLO	Valero Energy Corp/Tx	83	$21,616
2	PSX	Phillips 66 This page	92	$15,552

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,552	92	0.0%	Shares	Sole	2026-07-10
2026-03-31	$16,760	92	0.0%	Shares	Sole	2026-04-14
2025-12-31	$11,871	92	-66.5%	Shares	Sole	2026-01-16
2025-09-30	$37,405	275	0.0%	Shares	Sole	2025-10-21
2025-06-30	$32,807	275	0.0%	Shares	Sole	2025-07-16
2025-03-31	$33,957	275	0.0%	Shares	Sole	2025-04-16
2024-12-31	$31,330	275	0.0%	Shares	Sole	2025-01-17
2024-09-30	$36,148	275	0.0%	Shares	Sole	2024-10-18
2024-06-30	$38,821	275	0.0%	Shares	Sole	2024-07-26
2024-03-31	$44,918	275	0.0%	Shares	Sole	2024-04-24
2023-12-31	$36,613	275	+49.5%	Shares	Sole	2024-01-19
2023-09-30	$22,107	184	0.0%	Shares	Sole	2023-10-20
2023-06-30	$17,549	184	0.0%	Shares	Sole	2023-08-07
2023-03-31	$18,653	184	0.0%	Shares	Sole	2023-04-20
2022-12-31	$19,150	184	+100.0%	Shares	Sole	2023-01-27
2022-09-30	$7,426	92	0.0%	Shares	Sole	2022-10-19
2022-06-30	$7,543	92	0.0%	Shares	Sole	2022-07-28
2022-03-31	$7,947	92	0.0%	Shares	Sole	2022-05-03
2021-12-31	$6,666	92	0.0%	Shares	Sole	2022-01-24
2021-09-30	$6,442	92	0.0%	Shares	Sole	2021-11-09
2021-06-30	$7,895	92	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.