HM PAYSON & CO

Position in PSX — Phillips 66

CIK 928052 PORTLAND, ME

Position in PSX

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$6,854,340

+$1,413,498 QoQ

Shares Held

37,624

-10.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 92.24165426323623.ToString("F0")% Shared 0.ToString("F0")% None 7.758345736763768.ToString("F0")%

Energy · as of Mar 31, 2026

HM PAYSON & CO holds $67,670,188 across 5 Oil & Gas Refining & Marketing names. PSX ranks #2 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	245,189	$59,870,249
2	PSX	Phillips 66 This page	37,624	$6,854,340
3	VLO	Valero Energy Corp/Tx	3,434	$848,472
4	SGU	Star Group, L.P.	5,000	$61,400
5	DKL	Delek Logistics Partners, LP	718	$35,727

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,854,340	37,624	-10.8%	Shares	Sole	2026-04-13
2025-12-31	$5,440,842	42,164	-0.7%	Shares	Sole	2026-02-12
2025-09-30	$5,775,953	42,464	+10.9%	Shares	Sole	2025-10-17
2025-06-30	$4,568,115	38,291	+4.4%	Shares	Sole	2025-10-17
2025-03-31	$4,530,727	36,692	-1.7%	Shares	Sole	2025-04-29
2024-12-31	$4,252,550	37,326	-0.6%	Shares	Sole	2025-02-07
2024-09-30	$4,936,472	37,554	+0.6%	Shares	Sole	2024-10-28
2024-06-30	$5,269,875	37,330	-0.9%	Shares	Sole	2024-08-13
2024-03-31	$6,151,547	37,661	-4.0%	Shares	Sole	2024-06-20
2023-12-31	$5,221,750	39,220	-2.7%	Shares	Sole	2024-02-13
2023-09-30	$4,841,444	40,295	+0.5%	Shares	Sole	2023-11-06
2023-06-30	$3,823,783	40,090	-0.8%	Shares	Sole	2023-07-17
2023-03-31	$4,096,157	40,404	-1.0%	Shares	Sole	2023-04-18
2022-12-31	$4,246,880	40,804	-3.4%	Shares	Sole	2023-02-06
2022-09-30	$3,410,016	42,245	-0.3%	Shares	Sole	2022-10-25
2022-06-30	$3,473,998	42,371	+2.6%	Shares	Sole	2022-08-15
2022-03-31	$3,566,092	41,279	-7.3%	Shares	Sole	2022-05-12
2021-12-31	$3,225,267	44,511	+12.1%	Shares	Sole	2022-02-15
2021-09-30	$2,780,471	39,704	-2.7%	Shares	Sole	2021-11-30
2021-06-30	$3,501,799	40,804	-5.4%	Shares	Sole	2021-08-17
2021-03-31	$3,518,695	43,153	-24.4%	Shares	Sole	2021-06-15
2020-12-31	$3,990,146	57,051	-36.9%	Shares	Sole	2021-03-10
2020-09-30	$4,689,550	90,462	-9.8%	Shares	Sole	2020-12-21
2020-06-30	$7,212,648	100,315	-11.0%	Shares	Sole	2020-08-13
2020-03-31	$6,046,623	112,705	—	Shares	Sole	2020-07-01
No filing history on record for this holder in this stock.