TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

Position in PSX — Phillips 66

CIK 709089 RALEIGH, NC

Position in PSX

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

Position Value

$330,661

-$25,136 QoQ

Shares Held

1,956

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,416

of 2,091 holders

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV holds $330,661 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	1,956	$330,661

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$330,661	1,956	+0.2%	Shares	Sole	2026-07-24
2026-03-31	$355,797	1,953	+0.2%	Shares	Sole	2026-05-06
2025-12-31	$251,628	1,950	-16.9%	Shares	Sole	2026-01-21
2025-09-30	$319,238	2,347	-4.7%	Shares	Sole	2025-10-16
2025-06-30	$293,835	2,463	-9.8%	Shares	Sole	2025-07-16
2025-03-31	$337,223	2,731	-9.6%	Shares	Sole	2025-04-21
2024-12-31	$344,182	3,021	+0.3%	Shares	Sole	2025-02-06
2024-09-30	$395,927	3,012	-1.3%	Shares	Sole	2024-10-21
2024-06-30	$430,992	3,053	+0.3%	Shares	Sole	2024-07-25
2024-03-31	$497,206	3,044	-2.6%	Shares	Sole	2024-04-29
2023-12-31	$416,195	3,126	+0.3%	Shares	Sole	2024-02-01
2023-09-30	$374,507	3,117	+0.3%	Shares	Sole	2023-10-20
2023-06-30	$296,345	3,107	-4.4%	Shares	Sole	2023-08-07
2023-03-31	$329,485	3,250	-3.7%	Shares	Sole	2023-04-28
2022-12-31	$351,165	3,374	+16.6%	Shares	Sole	2023-02-01
2021-06-30	$248,363	2,894	+0.0%	Shares	Sole	2021-07-21
2021-03-31	$235,895	2,893	0.0%	Shares	Sole	2021-05-13
2020-12-31	$202,336	2,893	-17.8%	Shares	Sole	2021-02-02
2020-06-30	$253,016	3,519	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.