JOHNSON INVESTMENT COUNSEL INC

Position in PSX — Phillips 66

CIK 821197 Cincinnati, OH

Position in PSX

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$4,322,949

+$1,157,985 QoQ

Shares Held

23,729

-3.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 79.10152134518943.ToString("F0")% Shared 0.ToString("F0")% None 20.89847865481057.ToString("F0")%

Energy · as of Mar 31, 2026

JOHNSON INVESTMENT COUNSEL INC holds $11,641,475 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	23,729	$4,322,949
2	MPC	Marathon Petroleum Corp	12,251	$2,991,449
3	VLO	Valero Energy Corp/Tx	8,827	$2,180,975
4	WKC	World Kinect Corp	91,518	$2,111,320
5	CLNE	Clean Energy Fuels Corp.	14,025	$34,782

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,322,949	23,729	-3.3%	Shares	Sole	2026-05-04
2025-12-31	$3,164,964	24,527	+0.4%	Shares	Sole	2026-02-13
2025-09-30	$3,322,832	24,429	-2.0%	Shares	Sole	2025-11-06
2025-06-30	$2,974,506	24,933	+2.7%	Shares	Sole	2025-07-25
2025-03-31	$2,998,588	24,284	-19.0%	Shares	Sole	2025-04-21
2024-12-31	$3,416,191	29,985	-0.2%	Shares	Sole	2025-02-07
2024-09-30	$3,951,255	30,059	+8.7%	Shares	Sole	2024-11-04
2024-06-30	$3,902,926	27,647	-1.4%	Shares	Sole	2024-08-08
2024-03-31	$4,582,013	28,052	-8.7%	Shares	Sole	2024-05-09
2023-12-31	$4,091,259	30,729	+2.4%	Shares	Sole	2024-02-07
2023-09-30	$3,606,662	30,018	+3.9%	Shares	Sole	2023-11-13
2023-06-30	$2,755,146	28,886	-4.7%	Shares	Sole	2023-08-10
2023-03-31	$3,071,611	30,298	+8.9%	Shares	Sole	2023-05-15
2022-12-31	$2,896,130	27,826	+2.1%	Shares	Sole	2023-02-14
2022-09-30	$2,200,023	27,255	-5.3%	Shares	Sole	2022-11-14
2022-06-30	$2,360,164	28,786	+7.6%	Shares	Sole	2022-08-15
2022-03-31	$2,310,759	26,748	-0.8%	Shares	Sole	2022-05-11
2021-12-31	$1,953,956	26,966	+0.2%	Shares	Sole	2022-02-15
2021-09-30	$1,884,087	26,904	+3.9%	Shares	Sole	2021-11-12
2021-06-30	$2,222,394	25,896	-3.8%	Shares	Sole	2021-08-13
2021-03-31	$2,194,159	26,909	-4.3%	Shares	Sole	2021-05-14
2020-12-31	$1,965,873	28,108	-6.6%	Shares	Sole	2021-02-12
2020-09-30	$1,559,813	30,089	-5.2%	Shares	Sole	2020-11-16
2020-06-30	$2,282,106	31,740	-49.5%	Shares	Sole	2020-08-13
2020-03-31	$3,369,971	62,814	—	Shares	Sole	2020-05-20
No filing history on record for this holder in this stock.