Coston, McIsaac & Partners

Position in PSX — Phillips 66

CIK 1945037 BAR HARBOR, ME

Position in PSX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$33,810

-$2,626 QoQ

Shares Held

200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,913

of 2,093 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Coston, McIsaac & Partners holds $65,513 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (51.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	200	$33,810
2	MPC	Marathon Petroleum Corp	124	$31,703

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,810	200	0.0%	Shares	Sole	2026-08-12
2026-03-31	$36,436	200	0.0%	Shares	Sole	2026-04-22
2025-12-31	$25,808	200	0.0%	Shares	Sole	2026-02-03
2025-09-30	$27,204	200	0.0%	Shares	Sole	2025-11-05
2025-06-30	$23,860	200	0.0%	Shares	Sole	2025-08-12
2025-03-31	$24,696	200	-27.5%	Shares	Sole	2025-05-13
2024-12-31	$31,444	276	0.0%	Shares	Sole	2025-01-23
2024-09-30	$36,280	276	+4.2%	Shares	Sole	2024-10-22
2024-06-30	$37,410	265	+32.5%	Shares	Sole	2024-07-31
2024-03-31	$32,668	200	0.0%	Shares	Sole	2024-04-17
2023-12-31	$26,628	200	0.0%	Shares	Sole	2024-01-23
2023-09-30	$24,030	200	0.0%	Shares	Sole	2023-11-14
2023-06-30	$19,076	200	-11.1%	Shares	Sole	2023-08-01
2023-03-31	$22,810	225	+12.5%	Shares	Sole	2023-04-19
2022-12-31	$20,816	200	0.0%	Shares	Sole	2023-02-09
2022-09-30	$16,144	200	0.0%	Shares	Sole	2022-10-31
2022-06-30	$16,398	200	—	Shares	Sole	2022-09-21
No filing history on record for this holder in this stock.