Williams Jones Wealth Management, LLC.

Position in PSX — Phillips 66

CIK 1788587 New York, NY

Position in PSX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,987,520

-$148,358 QoQ

Shares Held

11,757

+0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#655

of 2,093 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Williams Jones Wealth Management, LLC. holds $7,292,726 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	11,402	$2,915,149
2	VLO	Valero Energy Corp/Tx	9,177	$2,390,057
3	PSX	Phillips 66 This page	11,757	$1,987,520

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,987,520	11,757	+0.3%	Shares	Sole	2026-08-05
2026-03-31	$2,135,878	11,724	+0.1%	Shares	Sole	2026-05-05
2025-12-31	$1,512,090	11,718	-0.8%	Shares	Sole	2026-02-13
2025-09-30	$1,606,668	11,812	+1.7%	Shares	Sole	2025-11-14
2025-06-30	$1,385,311	11,612	-2.1%	Shares	Sole	2025-08-14
2025-03-31	$1,464,719	11,862	-2.1%	Shares	Sole	2025-05-15
2024-12-31	$1,379,920	12,112	+2.1%	Shares	Sole	2025-02-14
2024-09-30	$1,559,259	11,862	-1.5%	Shares	Sole	2024-11-14
2024-06-30	$1,700,251	12,044	-1.1%	Shares	Sole	2024-08-05
2024-03-31	$1,989,317	12,179	+2.2%	Shares	Sole	2024-05-07
2023-12-31	$1,587,028	11,920	-1.7%	Shares	Sole	2024-02-14
2023-09-30	$1,457,179	12,128	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,156,768	12,128	0.0%	Shares	Sole	2023-08-14
2023-03-31	$1,229,536	12,128	+2.3%	Shares	Sole	2023-05-15
2022-12-31	$1,233,972	11,856	+4.7%	Shares	Sole	2023-02-14
2022-09-30	$914,396	11,328	-7.6%	Shares	Sole	2022-11-14
2022-06-30	$1,005,525	12,264	+171.7%	Shares	Sole	2022-08-15
2022-03-31	$389,878	4,513	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.