Mystic Asset Management, Inc.

Position in PSX — Phillips 66

CIK 1912460 Warwick, RI

Position in PSX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,449,265

-$102,544 QoQ

Shares Held

8,573

+0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#749

of 2,091 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Mystic Asset Management, Inc. holds $3,650,328 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (39.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MPC	Marathon Petroleum Corp	8,609	$2,201,063
2	PSX	Phillips 66 This page	8,573	$1,449,265

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,449,265	8,573	+0.6%	Shares	Sole	2026-08-11
2026-03-31	$1,551,809	8,518	+1.3%	Shares	Sole	2026-05-08
2025-12-31	$1,084,968	8,408	-1.6%	Shares	Sole	2026-01-28
2025-09-30	$1,162,018	8,543	+1.9%	Shares	Sole	2025-11-03
2025-06-30	$1,000,091	8,383	+1.2%	Shares	Sole	2025-08-12
2025-03-31	$1,023,278	8,287	+0.6%	Shares	Sole	2025-05-05
2024-12-31	$938,327	8,236	+17.8%	Shares	Sole	2025-02-10
2024-09-30	$918,704	6,989	+0.5%	Shares	Sole	2024-11-12
2024-06-30	$981,978	6,956	+0.2%	Shares	Sole	2024-08-08
2024-03-31	$1,133,416	6,939	+9.9%	Shares	Sole	2024-05-06
2023-12-31	$840,645	6,314	+6.4%	Shares	Sole	2024-02-12
2023-09-30	$712,970	5,934	-0.6%	Shares	Sole	2023-11-13
2023-06-30	$569,323	5,969	-1.6%	Shares	Sole	2023-08-11
2023-03-31	$615,275	6,069	0.0%	Shares	Sole	2023-04-21
2022-12-31	$631,661	6,069	-33.6%	Shares	Sole	2023-02-03
2022-09-30	$738,103	9,144	-1.3%	Shares	Sole	2022-10-18
2022-06-30	$759,965	9,269	+0.4%	Shares	Sole	2022-08-12
2022-03-31	$797,725	9,234	+5.9%	Shares	Sole	2022-05-11
2021-12-31	$631,778	8,719	—	Shares	Sole	2022-02-23
No filing history on record for this holder in this stock.