Mayflower Financial Advisors, LLC

Position in PSX — Phillips 66

CIK 1852930 BOSTON, MA

Position in PSX

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

Position Value

$473,847

-$43,544 QoQ

Shares Held

2,803

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,212

of 2,093 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Mayflower Financial Advisors, LLC holds $1,144,351 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	2,803	$473,847
2	VLO	Valero Energy Corp/Tx	1,637	$426,340
3	MPC	Marathon Petroleum Corp	955	$244,164

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$473,847	2,803	-1.3%	Shares	Sole	2026-07-09
2026-03-31	$517,391	2,840	-7.1%	Shares	Sole	2026-04-23
2025-12-31	$394,604	3,058	-0.9%	Shares	Sole	2026-01-13
2025-09-30	$419,621	3,085	-2.3%	Shares	Sole	2025-10-17
2025-06-30	$376,868	3,159	-7.1%	Shares	Sole	2025-08-04
2025-03-31	$419,832	3,400	-0.9%	Shares	Sole	2025-05-02
2024-12-31	$391,007	3,432	+0.9%	Shares	Sole	2025-01-22
2024-09-30	$447,192	3,402	+0.0%	Shares	Sole	2024-11-04
2024-06-30	$480,119	3,401	+0.8%	Shares	Sole	2024-08-02
2024-03-31	$551,272	3,375	-4.3%	Shares	Sole	2024-04-29
2023-12-31	$469,584	3,527	-10.2%	Shares	Sole	2024-01-22
2023-09-30	$471,949	3,928	-2.0%	Shares	Sole	2023-10-12
2023-06-30	$382,473	4,010	-1.9%	Shares	Sole	2023-07-13
2023-03-31	$414,441	4,088	+0.0%	Shares	Sole	2023-04-12
2022-12-31	$425,270	4,086	-4.2%	Shares	Sole	2023-01-25
2022-09-30	$344,109	4,263	+7.8%	Shares	Sole	2022-10-19
2022-06-30	$324,270	3,955	+2.5%	Shares	Sole	2022-07-15
2022-03-31	$333,379	3,859	+8.2%	Shares	Sole	2022-04-21
2021-12-31	$258,464	3,567	-16.5%	Shares	Sole	2022-01-21
2021-09-30	$299,238	4,273	+21.9%	Shares	Sole	2021-10-26
2021-06-30	$300,713	3,504	+42.2%	Shares	Sole	2021-07-29
2021-03-31	$200,914	2,464	—	Shares	Sole	2021-04-23
No filing history on record for this holder in this stock.