LOWE BROCKENBROUGH & CO INC

Position in PSX — Phillips 66

CIK 22657 RICHMOND, VA

Position in PSX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,454,337

-$112,957 QoQ

Shares Held

8,603

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#747

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

LOWE BROCKENBROUGH & CO INC holds $4,136,189 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	8,933	$2,283,900
2	PSX	Phillips 66 This page	8,603	$1,454,337
3	VLO	Valero Energy Corp/Tx	1,528	$397,952

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,454,337	8,603	0.0%	Shares	Sole	2026-08-03
2026-03-31	$1,567,294	8,603	-0.6%	Shares	Sole	2026-05-07
2025-12-31	$1,116,841	8,655	-1.8%	Shares	Sole	2026-02-11
2025-09-30	$1,198,608	8,812	-1.0%	Shares	Sole	2025-11-05
2025-06-30	$1,061,412	8,897	+0.3%	Shares	Sole	2025-08-11
2025-03-31	$1,095,761	8,874	-0.3%	Shares	Sole	2025-05-13
2024-12-31	$1,014,546	8,905	-0.3%	Shares	Sole	2025-02-11
2024-09-30	$1,174,637	8,936	+0.7%	Shares	Sole	2024-10-28
2024-06-30	$1,252,742	8,874	0.0%	Shares	Sole	2024-08-12
2024-03-31	$1,449,479	8,874	0.0%	Shares	Sole	2024-05-15
2023-12-31	$1,181,484	8,874	-5.9%	Shares	Sole	2024-02-14
2023-09-30	$1,132,894	9,429	0.0%	Shares	Sole	2023-11-14
2023-06-30	$899,338	9,429	0.0%	Shares	Sole	2023-08-10
2023-03-31	$955,912	9,429	-27.1%	Shares	Sole	2023-05-12
2022-12-31	$1,345,650	12,929	0.0%	Shares	Sole	2023-02-14
2022-09-30	$1,043,628	12,929	0.0%	Shares	Sole	2022-11-01
2022-06-30	$1,060,048	12,929	0.0%	Shares	Sole	2022-07-27
2022-03-31	$1,116,936	12,929	-1.1%	Shares	Sole	2022-05-04
2021-12-31	$947,704	13,079	-0.2%	Shares	Sole	2022-02-14
2021-09-30	$918,023	13,109	0.0%	Shares	Sole	2021-11-15
2021-06-30	$1,125,014	13,109	0.0%	Shares	Sole	2021-08-13
2021-03-31	$1,068,907	13,109	0.0%	Shares	Sole	2021-05-14
2020-12-31	$916,843	13,109	+1.9%	Shares	Sole	2021-02-04
2020-09-30	$666,610	12,859	-0.2%	Shares	Sole	2020-10-26
2020-06-30	$926,215	12,882	-11.9%	Shares	Sole	2020-08-13
2020-03-31	$784,309	14,619	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.