MEANS INVESTMENT CO., INC.

Position in PSX — Phillips 66

CIK 701516 BANGOR, ME

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$696,147

-$76,660 QoQ

Shares Held

4,118

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,023

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

MEANS INVESTMENT CO., INC. holds $1,990,523 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	3,628	$944,876
2	PSX	Phillips 66 This page	4,118	$696,147
3	MPC	Marathon Petroleum Corp	1,367	$349,500

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$696,147	4,118	-2.9%	Shares	Sole	2026-08-14
2026-03-31	$772,807	4,242	+1.7%	Shares	Sole	2026-04-24
2025-12-31	$538,096	4,170	+0.0%	Shares	Sole	2026-01-26
2025-09-30	$567,067	4,169	-3.9%	Shares	Sole	2025-11-06
2025-06-30	$517,284	4,336	+0.1%	Shares	Sole	2025-07-25
2025-03-31	$535,038	4,333	-6.8%	Shares	Sole	2025-04-21
2024-12-31	$529,888	4,651	-0.4%	Shares	Sole	2025-01-24
2024-09-30	$613,740	4,669	+0.1%	Shares	Sole	2024-10-18
2024-06-30	$658,699	4,666	+0.1%	Shares	Sole	2024-07-19
2024-03-31	$761,654	4,663	+0.2%	Shares	Sole	2024-04-17
2023-12-31	$619,899	4,656	+5.5%	Shares	Sole	2024-01-25
2023-09-30	$530,342	4,414	-0.3%	Shares	Sole	2023-10-25
2023-06-30	$422,151	4,426	-0.0%	Shares	Sole	2023-07-31
2023-03-31	$448,910	4,428	+0.3%	Shares	Sole	2023-05-08
2022-12-31	$459,409	4,414	+0.0%	Shares	Sole	2023-01-27
2022-09-30	$356,136	4,412	-3.4%	Shares	Sole	2022-10-17
2022-06-30	$374,612	4,569	+0.1%	Shares	Sole	2022-07-21
2022-03-31	$394,283	4,564	+0.1%	Shares	Sole	2022-04-26
2021-12-31	$330,417	4,560	+0.1%	Shares	Sole	2022-02-14
2021-09-30	$318,916	4,554	-5.6%	Shares	Sole	2021-11-12
2021-06-30	$414,167	4,826	+10.9%	Shares	Sole	2021-08-10
2021-03-31	$354,943	4,353	+0.0%	Shares	Sole	2021-04-05
2020-12-31	$304,308	4,351	-0.5%	Shares	Sole	2021-02-12
2020-09-30	$226,644	4,372	-3.1%	Shares	Sole	2020-11-09
2020-06-30	$324,340	4,511	-0.6%	Shares	Sole	2020-08-13
2020-03-31	$243,410	4,537	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.