RICHARDSON FINANCIAL SERVICES INC.

Position in PSX — Phillips 66

CIK 2012303 MEDWAY, MA

Position in PSX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$6,762

+$4,941 QoQ

Shares Held

+300.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,035

of 2,093 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

RICHARDSON FINANCIAL SERVICES INC. holds $156,085 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	485	$126,313
2	MPC	Marathon Petroleum Corp	90	$23,010
3	PSX	Phillips 66 This page	40	$6,762

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,762	40	+300.0%	Shares	Sole	2026-08-10
2026-03-31	$1,821	10	+233.3%	Shares	Sole	2026-05-04
2025-09-30	$408	3	—	Shares	Sole	2025-10-28
No filing history on record for this holder in this stock.