LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Position in PSX — Phillips 66

CIK 932974 BOSTON, MA

Back to PSX Full portfolio

Position in PSX

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

Position Value

$570,036

-$47,007 QoQ

Shares Held

3,372

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,119

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $679,342 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (83.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	3,372	$570,036
2	VLO	Valero Energy Corp/Tx	400	$104,176
3	SUN	Sunoco LP	76	$5,130

All Filings in PSX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$570,036	3,372	-0.4%	Shares	Sole	2026-07-30
2026-03-31	$617,043	3,387	-5.6%	Shares	Sole	2026-04-13
2025-12-31	$462,866	3,587	0.0%	Shares	Sole	2026-01-28
2025-09-30	$487,903	3,587	0.0%	Shares	Sole	2025-10-24
2025-06-30	$427,929	3,587	0.0%	Shares	Sole	2025-07-30
2025-03-31	$442,922	3,587	+9.1%	Shares	Sole	2025-04-24
2024-12-31	$374,487	3,287	0.0%	Shares	Sole	2025-01-28
2024-09-30	$432,076	3,287	0.0%	Shares	Sole	2024-10-25
2024-06-30	$464,025	3,287	+74.2%	Shares	Sole	2024-07-17
2024-03-31	$308,222	1,887	-46.8%	Shares	Sole	2024-04-23
2023-12-31	$472,513	3,549	0.0%	Shares	Sole	2024-02-01
2023-09-30	$426,412	3,549	-19.3%	Shares	Sole	2023-11-03
2023-06-30	$419,290	4,396	+22.7%	Shares	Sole	2023-08-01
2023-03-31	$363,143	3,582	+0.9%	Shares	Sole	2023-05-02
2022-12-31	$369,379	3,549	-24.5%	Shares	Sole	2023-03-02
2022-09-30	$379,303	4,699	0.0%	Shares	Sole	2022-10-25
2022-06-30	$385,271	4,699	+4.7%	Shares	Sole	2022-07-26
2022-03-31	$387,718	4,488	+27.0%	Shares	Sole	2022-04-13
2021-12-31	$256,001	3,533	+36.7%	Shares	Sole	2022-02-14
2021-09-30	$180,957	2,584	-12.3%	Shares	Sole	2021-11-12
2021-06-30	$252,911	2,947	+10.5%	Shares	Sole	2021-08-13
2021-03-31	$217,548	2,668	+3.3%	Shares	Sole	2021-04-14
2020-12-31	$180,724	2,584	0.0%	Shares	Sole	2021-01-14
2020-09-30	$133,954	2,584	-5.5%	Shares	Sole	2020-10-15
2020-06-30	$196,574	2,734	0.0%	Shares	Sole	2020-07-30
2020-03-31	$146,679	2,734	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.