BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in PSX — Phillips 66

CIK 2010186 CINCINNATI, OH

Position in PSX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$3,003,680

-$198,497 QoQ

Shares Held

17,768

+1.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#541

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 44% Shared 0% None 56%

Energy · as of Jun 30, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $6,469,406 across 5 Oil & Gas Refining & Marketing names. PSX ranks #2 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	12,947	$3,310,159
2	PSX	Phillips 66 This page	17,768	$3,003,680
3	VLO	Valero Energy Corp/Tx	511	$133,084
4	SUN	Sunoco LP	330	$22,275
5	DINO	HF Sinclair Corp	3	$208

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,003,680	17,768	+1.1%	Shares	Sole	2026-07-24
2026-03-31	$3,202,177	17,577	+3.3%	Shares	Sole	2026-05-06
2025-12-31	$2,195,486	17,014	0.0%	Shares	Sole	2026-01-22
2025-09-30	$2,314,244	17,014	-3.7%	Shares	Sole	2025-10-09
2025-06-30	$2,108,627	17,675	+0.0%	Shares	Sole	2025-07-18
2025-03-31	$2,182,015	17,671	-0.5%	Shares	Sole	2025-04-24
2024-12-31	$2,024,194	17,767	-3.0%	Shares	Sole	2025-01-17
2024-09-30	$2,408,426	18,322	0.0%	Shares	Sole	2024-10-17
2024-06-30	$2,586,516	18,322	+0.0%	Shares	Sole	2024-07-12
2024-03-31	$2,992,552	18,321	+0.1%	Shares	Sole	2024-05-09
2023-12-31	$2,436,195	18,298	-2.2%	Shares	Sole	2024-02-14
2023-09-30	$2,247,766	18,708	-0.2%	Shares	Sole	2024-02-14
2023-06-30	$1,787,611	18,742	+40.2%	Shares	Sole	2024-02-14
2023-03-31	$1,355,146	13,367	0.0%	Shares	Sole	2024-02-14
2022-12-31	$1,391,237	13,367	+0.2%	Shares	Sole	2024-02-14
2022-09-30	$1,076,562	13,337	0.0%	Shares	Sole	2024-02-14
2022-06-30	$1,093,500	13,337	-26.8%	Shares	Sole	2024-02-14
2022-03-31	$1,573,766	18,217	+33.9%	Shares	Sole	2024-02-14
2021-12-31	$985,673	13,603	-2.2%	Shares	Sole	2024-02-14
2021-09-30	$973,767	13,905	+1.3%	Shares	Sole	2024-02-14
2021-06-30	$1,177,450	13,720	0.0%	Shares	Sole	2024-02-14
2021-03-31	$1,118,728	13,720	-0.1%	Shares	Sole	2024-02-14
2020-12-31	$960,416	13,732	-4.5%	Shares	Sole	2024-02-13
2020-09-30	$745,770	14,386	-3.9%	Shares	Sole	2024-02-13
2020-06-30	$1,076,846	14,977	-3.5%	Shares	Sole	2024-02-13
2020-03-31	$832,540	15,518	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.