SEARLE & CO.

Position in PSX — Phillips 66

CIK 710127 GREENWICH, CT

Position in PSX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,355,273

-$105,264 QoQ

Shares Held

8,017

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#778

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

SEARLE & CO. holds $2,297,433 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (59.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	8,017	$1,355,273
2	MPC	Marathon Petroleum Corp	2,098	$536,395
3	VLO	Valero Energy Corp/Tx	1,558	$405,765

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,355,273	8,017	0.0%	Shares	Sole	2026-07-27
2026-03-31	$1,460,537	8,017	0.0%	Shares	Sole	2026-05-08
2025-12-31	$1,034,513	8,017	0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,090,472	8,017	0.0%	Shares	Sole	2025-11-04
2025-06-30	$956,428	8,017	-0.1%	Shares	Sole	2025-08-07
2025-03-31	$990,927	8,025	0.0%	Shares	Sole	2025-05-15
2024-12-31	$914,288	8,025	-3.1%	Shares	Sole	2025-02-14
2024-09-30	$1,088,931	8,284	-20.2%	Shares	Sole	2024-10-22
2024-06-30	$1,465,768	10,383	0.0%	Shares	Sole	2024-07-30
2024-03-31	$1,695,959	10,383	0.0%	Shares	Sole	2024-05-09
2023-12-31	$1,382,392	10,383	+27.1%	Shares	Sole	2024-02-06
2023-09-30	$981,745	8,171	0.0%	Shares	Sole	2023-11-06
2023-06-30	$779,349	8,171	+0.1%	Shares	Sole	2023-08-11
2023-03-31	$827,159	8,159	-6.0%	Shares	Sole	2023-06-01
2022-12-31	$903,726	8,683	+0.1%	Shares	Sole	2023-02-06
2022-09-30	$700,246	8,675	0.0%	Shares	Sole	2022-10-27
2022-06-30	$711,263	8,675	+52.9%	Shares	Sole	2022-08-03
2022-03-31	$490,263	5,675	0.0%	Shares	Sole	2022-05-10
2021-12-31	$411,210	5,675	+60.3%	Shares	Sole	2022-01-19
2021-09-30	$247,976	3,541	0.0%	Shares	Sole	2021-10-08
2021-06-30	$303,888	3,541	0.0%	Shares	Sole	2021-07-29
2021-03-31	$288,733	3,541	0.0%	Shares	Sole	2021-05-12
2020-12-31	$247,657	3,541	-36.1%	Shares	Sole	2021-02-04
2020-09-30	$287,245	5,541	0.0%	Shares	Sole	2020-10-30
2020-06-30	$398,397	5,541	0.0%	Shares	Sole	2020-08-03
2020-03-31	$297,274	5,541	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.