Retirement Planning Co of New England, Inc.
PensionPosition in PSX — Phillips 66
CIK 1817693
Warwick, RI
Position in PSX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,052,336
-$118,717 QoQ
Shares Held
6,225
-3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#866
of 2,091 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Retirement Planning Co of New England, Inc. holds $1,052,336 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
|
6,225 | $1,052,336 |
All Filings in PSX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,052,336 | 6,225 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,171,053 | 6,428 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $821,081 | 6,363 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $886,306 | 6,516 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $786,187 | 6,590 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $779,035 | 6,309 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $707,049 | 6,206 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $773,451 | 5,884 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $843,631 | 5,976 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $933,161 | 5,713 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $780,866 | 5,865 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $677,766 | 5,641 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $584,584 | 6,129 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $619,938 | 6,115 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $634,679 | 6,098 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $597,973 | 7,408 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $606,644 | 7,399 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $640,063 | 7,409 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $532,943 | 7,355 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||