Question 1

How many shares of PSX does MATHER GROUP, LLC. own?

Accepted Answer

As of 2026-Q2, MATHER GROUP, LLC. holds 6,722 shares of PSX (PHILLIPS 66 COM STK).

Question 2

What is MATHER GROUP, LLC.'s PSX position worth?

Accepted Answer

As of 2026-Q2, MATHER GROUP, LLC.'s PSX position is worth $1.1M.

Question 3

Is MATHER GROUP, LLC. buying or selling PSX?

Accepted Answer

In 2026-Q2, MATHER GROUP, LLC. increased their PSX position (+39.9% change in shares).

Question 4

When did MATHER GROUP, LLC. first buy PSX?

Accepted Answer

Based on available 13F filings, MATHER GROUP, LLC. first reported a position in PSX in 2024-Q3. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	6,722	+39.9%	$1.1M	0.0%	$169.05	33
2026-Q1	Decreased	4,806	-9.9%	$875,630	0.0%	$159.78	0
2025-Q4	Decreased	5,335	-22.8%	$688,461	0.0%	$129.56	0
2025-Q3	Decreased	6,911	-0.9%	$939,976	0.0%	$136.41	0
2025-Q2	Increased	6,976	+11.8%	$832,369	0.0%	$117.09	28
2025-Q1	Decreased	6,242	-28.9%	$770,773	0.0%	$118.41	0
2024-Q4	Decreased	8,773	-0.5%	$999,495	0.0%	$107.94	0
2024-Q3	Decreased	8,814	-61.7%	$1.2M	0.0%	$125.20	0